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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,120 | $15,554,022,616 | +$2,043,683,932 | -$225,752,983 | +$1,817,930,949 | MSFT, AAPL, IVV, IJH, NVDA | 13F-HR | 14 Nov 2025, 08:00 |
| Q2 2025 | 1,992 | $13,033,250,534 | +$3,101,517,748 | -$168,636,128 | +$2,932,881,620 | MSFT, AAPL, IVV, IJH, AGG | 13F-HR | 14 Aug 2025, 08:00 |
| Q1 2025 | 1,753 | $9,412,208,494 | +$1,491,614,280 | -$177,976,819 | +$1,313,637,461 | AAPL, IVV, MSFT, IJH, AGG | 13F-HR | 15 May 2025, 08:00 |
| Q4 2024 | 1,641 | $8,337,053,038 | +$3,291,340,836 | -$79,349,138 | +$3,211,991,698 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Feb 2025, 08:00 |
| Q3 2024 | 1,389 | $5,171,704,488 | +$2,788,715,643 | -$39,841,258 | +$2,748,874,385 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Nov 2024, 08:00 |
| Q2 2024 | 914 | $2,284,218,115 | +$1,575,640,302 | -$12,747,839 | +$1,562,892,463 | AAPL, MSFT, IVV, IJH, NVDA | 13F-HR | 23 Jul 2024, 17:45 |
| Q1 2024 | 489 | $725,001,282 | +$336,237,938 | -$39,030,251 | +$297,207,687 | VV, AAPL, IJH, IJR, IVV | 13F-HR | 11 Apr 2024, 10:30 |
| Q4 2023 | 293 | $410,238,146 | +$199,144,972 | -$24,632,413 | +$174,512,559 | IVV, VV, IWB, AAPL, IJH | 13F-HR | 08 Jan 2024, 18:27 |
| Q3 2023 | 182 | $214,047,045 | +$8,987,464 | -$5,793,122 | +$3,194,342 | IJH, IJR, CGDV, CGGR, AAPL | 13F-HR | 06 Oct 2023, 10:18 |
| Q2 2023 | 195 | $223,327,289 | +$10,527,441 | -$1,850,505 | +$8,676,936 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Jul 2023, 15:33 |
| Q1 2023 | 182 | $207,963,681 | +$5,703,682 | -$2,459,837 | +$3,243,845 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Apr 2023, 17:37 |
| Q4 2022 | 187 | $201,363,915 | +$24,082,896 | -$6,534,630 | +$17,548,266 | IJR, IJH, CGDV, CGGR, AAPL | 13F-HR | 10 Jan 2023, 14:02 |
| Q3 2022 | 184 | $172,417,211 | +$17,665,410 | -$2,036,451 | +$15,628,959 | IJH, IJR, AAPL, VWO, CGDV | 13F-HR | 11 Oct 2022, 06:16 |
| Q2 2022 | 188 | $171,471,225 | +$32,164,417 | -$1,326,845 | +$30,837,572 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 05 Jul 2022, 18:57 |
| Q1 2022 | 189 | $175,065,000 | +$25,571,371 | -$4,620,050 | +$20,951,321 | IJH, IJR, AAPL, VWO, VEU | Restatement | 25 Apr 2022, 18:07 |
| Q4 2021 | 179 | $165,405,000 | +$10,858,847 | -$4,125,445 | +$6,733,402 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 12 Jan 2022, 13:51 |
| Q3 2021 | 180 | $157,296,000 | +$11,629,312 | -$6,198,208 | +$5,431,104 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 07 Oct 2021, 11:30 |
| Q2 2021 | 178 | $154,137,000 | +$14,276,483 | -$4,881,754 | +$9,394,729 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 12 Jul 2021, 13:56 |
| Q1 2021 | 156 | $137,434,000 | +$13,913,259 | -$5,002,997 | +$8,910,262 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 09 Apr 2021, 14:21 |
| Q4 2020 | 142 | $118,974,000 | +$10,652,020 | -$2,578,148 | +$8,073,872 | IJH, IJR, AAPL, VWO, VEU | 13F-HR | 11 Jan 2021, 10:38 |
| Q3 2020 | 132 | $98,365,000 | +$24,397,605 | -$5,619,126 | +$18,778,479 | AAPL, IJH, IJR, VWO, VEU | 13F-HR | 05 Oct 2020, 13:53 |
| Q2 2020 | 127 | $82,303,161 | +$17,186,822 | -$4,423,612 | +$12,763,210 | AAPL, IJH, IJR, IVV, VEU | 13F-HR | 07 Jul 2020, 13:52 |
| Q1 2020 | 143 | $63,668,316 | +$16,041,172 | -$2,064,589 | +$13,976,583 | AAPL, IVV, IJH, IJR, VEU | 13F-HR | 03 Apr 2020, 13:09 |
| Q4 2019 | 159 | $83,112,636 | +$9,619,470 | -$2,735,841 | +$6,883,629 | AAPL, V, CBRL, BX, ET | 13F-HR | 10 Jan 2020, 11:56 |
| Q3 2019 | 157 | $76,689,415 | +$11,779,743 | -$3,521,672 | +$8,258,071 | AAPL, CBRL, V, NEWT, ET | Restatement | 10 Oct 2019, 15:13 |
| Q2 2019 | 151 | $72,037,414 | +$9,112,322 | -$4,411,535 | +$4,700,787 | AAPL, CBRL, V, PCTY, NEWT | 13F-HR | 10 Jul 2019, 11:06 |
| Q1 2019 | 146 | $69,407,401 | +$7,197,337 | -$4,264,111 | +$2,933,226 | AAPL, CBRL, V, RITM, PCTY | 13F-HR | 08 Apr 2019, 16:20 |
| Q4 2018 | 125 | $56,287,391 | $0 | AAPL, CBRL, OXLC, RITM, V | 13F-HR | 06 Feb 2019, 10:50 |