| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 1,011 | $3.36B | +$390M | -$192M | +$198M | AAPL, VOO, SPY, MSFT, NVDA | 13F-HR | 10/30/2024, 02:05 PM |
| Q2 2024 | 933 | $3.02B | +$677M | -$127M | +$550M | AAPL, VOO, SPY, MSFT, NVDA | 13F-HR | 7/30/2024, 04:20 PM |
| Q1 2024 | 867 | $2.45B | +$350M | -$135M | +$215M | SPY, AAPL, VOO, MSFT, QQQ | 13F-HR | 5/7/2024, 03:38 PM |
| Q4 2023 | 828 | $2.1B | $0 | $0 | SPY, AAPL, MSFT, VOO, QQQ | 13F-HR | 4/15/2024, 10:59 AM |