| Q3 2025 |
2,814 |
$92,994,715,641 |
+$7,033,765,685 |
-$4,958,498,074 |
+$2,075,267,611 |
NVDA, MSFT, AAPL, AMZN, VEA
|
13F-HR |
13 Nov 2025, 15:50 |
| Q2 2025 |
2,783 |
$86,271,286,394 |
+$7,150,924,512 |
-$5,788,938,187 |
+$1,361,986,325 |
MSFT, NVDA, AMZN, AAPL, VEA
|
13F-HR |
14 Aug 2025, 10:45 |
| Q1 2025 |
2,757 |
$77,696,460,389 |
+$5,836,965,923 |
-$3,197,885,194 |
+$2,639,080,729 |
MSFT, NVDA, AAPL, AMZN, VEA
|
Restatement |
14 May 2025, 15:31 |
| Q4 2024 |
2,721 |
$77,867,439,784 |
+$7,954,786,020 |
-$4,361,412,256 |
+$3,593,373,764 |
MSFT, NVDA, AAPL, AMZN, VEA
|
13F-HR |
11 Feb 2025, 12:03 |
| Q3 2024 |
2,676 |
$76,993,135,344 |
+$7,281,835,605 |
-$4,560,989,826 |
+$2,720,845,779 |
MSFT, NVDA, AAPL, AMZN, VEA
|
13F-HR |
12 Nov 2024, 08:43 |
| Q2 2024 |
2,655 |
$70,572,160,772 |
+$6,837,274,953 |
-$2,834,993,919 |
+$4,002,281,034 |
MSFT, NVDA, AMZN, VEA, AAPL
|
13F-HR |
13 Aug 2024, 10:33 |
| Q1 2024 |
2,583 |
$68,216,867,508 |
+$6,403,909,721 |
-$5,063,729,082 |
+$1,340,180,639 |
MSFT, AMZN, VEA, NVDA, AAPL
|
13F-HR |
07 May 2024, 15:14 |
| Q4 2023 |
2,601 |
$62,244,978,630 |
+$4,274,477,181 |
-$4,024,242,421 |
+$250,234,760 |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
14 Feb 2024, 08:34 |
| Q3 2023 |
2,778 |
$55,626,254,176 |
+$3,501,798,969 |
-$2,769,170,482 |
+$732,628,487 |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
14 Nov 2023, 08:46 |
| Q2 2023 |
2,660 |
$57,326,276,198 |
+$4,271,966,019 |
-$3,493,936,860 |
+$778,029,159 |
MSFT, SCHX, VEA, BND, AAPL
|
13F-HR |
11 Aug 2023, 13:27 |
| Q1 2023 |
2,670 |
$53,704,689,465 |
+$7,787,875,060 |
-$1,348,986,991 |
+$6,438,888,069 |
BND, SCHX, VEA, MSFT, AAPL
|
13F-HR |
12 May 2023, 07:41 |
| Q4 2022 |
2,510 |
$44,988,836,658 |
+$3,131,350,297 |
-$5,551,984,454 |
-$2,420,634,157 |
BND, VEA, SCHX, MSFT, SCHV
|
13F-HR |
10 Feb 2023, 15:37 |
| Q3 2022 |
2,588 |
$44,369,549,386 |
+$3,929,376,006 |
-$1,675,303,976 |
+$2,254,072,030 |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
14 Nov 2022, 08:42 |
| Q2 2022 |
2,382 |
$45,133,165,548 |
+$6,938,810,523 |
-$1,894,856,023 |
+$5,043,954,500 |
BND, SCHX, VEA, MSFT, GOOGL
|
13F-HR |
15 Aug 2022, 09:37 |
| Q1 2022 |
2,381 |
$49,035,793,341 |
+$5,135,082,313 |
-$3,241,714,252 |
+$1,893,368,061 |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
13 May 2022, 08:26 |
| Q4 2021 |
2,403 |
$52,341,660,047 |
+$5,292,620,417 |
-$2,014,823,552 |
+$3,277,796,865 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 Feb 2022, 10:35 |
| Q3 2021 |
2,423 |
$47,126,709,000 |
+$5,523,155,813 |
-$2,566,066,354 |
+$2,957,089,459 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
12 Nov 2021, 08:58 |
| Q2 2021 |
2,429 |
$44,727,032,000 |
+$4,035,797,946 |
-$1,988,382,606 |
+$2,047,415,340 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
06 Aug 2021, 12:14 |
| Q1 2021 |
2,230 |
$38,400,685,000 |
+$2,455,453,273 |
-$2,494,719,825 |
-$39,266,552 |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
12 May 2021, 10:22 |
| Q4 2020 |
2,292 |
$37,820,388,951 |
+$3,203,275,620 |
-$2,869,710,125 |
+$333,565,495 |
SCHX, VEA, BND, MSFT, AAPL
|
13F-HR |
08 Feb 2021, 10:13 |
| Q3 2020 |
2,197 |
$33,714,243,432 |
+$3,355,503,280 |
-$2,487,326,114 |
+$868,177,166 |
SCHX, BND, VEA, MSFT, AMZN
|
Restatement |
04 Dec 2020, 12:25 |
| Q2 2020 |
2,197 |
$31,673,174,182 |
+$2,417,963,532 |
-$2,740,535,106 |
-$322,571,574 |
SCHX, VEA, BND, MSFT, AMZN
|
Restatement |
17 Aug 2020, 15:15 |
| Q1 2020 |
2,104 |
$26,636,502,052 |
+$2,374,341,782 |
-$1,635,990,564 |
+$738,351,218 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 May 2020, 10:06 |
| Q4 2019 |
2,216 |
$32,145,686,153 |
+$2,298,565,211 |
-$2,310,242,482 |
-$11,677,271 |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
06 Feb 2020, 11:18 |
| Q3 2019 |
2,166 |
$27,529,657,647 |
+$2,873,440,313 |
-$1,651,669,496 |
+$1,221,770,817 |
SCHX, VEA, BND, AMZN, VWO
|
13F-HR |
12 Nov 2019, 08:58 |
| Q2 2019 |
2,186 |
$29,405,896,052 |
+$2,698,285,782 |
-$2,341,013,925 |
+$357,271,857 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 Aug 2019, 16:10 |
| Q1 2019 |
2,612 |
$28,473,832,532 |
|
|
$0 |
VEA, BND, SCHX, MSFT, AMZN
|
13F-HR |
15 May 2019, 17:23 |
| Q4 2018 |
1,365 |
$18,118,681,798 |
|
|
$0 |
SCHX, BND, VEA, MSFT, V
|
13F-HR |
13 Feb 2019, 11:36 |
| Q3 2018 |
2,350 |
$27,210,601,979 |
+$2,571,853,321 |
-$5,492,528,950 |
-$2,920,675,629 |
SCHX, VEA, BND, AMZN, MSFT
|
13F-HR |
08 Nov 2018, 10:01 |
| Q2 2018 |
3,331 |
$29,021,301,981 |
+$4,949,162,374 |
-$1,699,813,485 |
+$3,249,348,889 |
SPY, BND, VEA, AMZN, MSFT
|
13F-HR |
03 Aug 2018, 15:41 |
| Q1 2018 |
3,169 |
$25,764,310,222 |
+$3,243,875,536 |
-$5,469,619,944 |
-$2,225,744,408 |
BND, VEA, SPY, MUB, MSFT
|
13F-HR |
11 May 2018, 11:25 |
| Q4 2017 |
2,951 |
$26,175,495,646 |
+$1,782,490,195 |
-$2,167,038,679 |
-$384,548,484 |
BND, VEA, SPY, MSFT, V
|
13F-HR |
08 Feb 2018, 08:02 |
| Q3 2017 |
2,820 |
$25,768,549,334 |
+$3,562,327,330 |
-$1,379,247,838 |
+$2,183,079,492 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
06 Nov 2017, 07:48 |
| Q2 2017 |
2,773 |
$24,501,022,730 |
+$2,946,113,597 |
-$1,363,247,514 |
+$1,582,866,083 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
31 Jul 2017, 10:13 |
| Q1 2017 |
2,681 |
$22,469,091,950 |
+$3,213,493,933 |
-$2,272,747,493 |
+$940,746,440 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
05 May 2017, 10:39 |
| Q4 2016 |
2,587 |
$18,671,745,042 |
+$2,224,747,968 |
-$1,298,201,986 |
+$926,545,982 |
SPY, MSFT, V, GOOGL, BND
|
13F-HR |
02 Feb 2017, 16:10 |
| Q3 2016 |
2,607 |
$19,174,188,126 |
+$3,245,555,083 |
-$831,679,647 |
+$2,413,875,436 |
SPY, V, MSFT, META, GOOG
|
13F-HR |
04 Nov 2016, 11:08 |
| Q2 2016 |
2,402 |
$16,295,804,772 |
+$1,891,525,381 |
-$1,163,262,195 |
+$728,263,186 |
SPY, V, META, GOOG, VEA
|
13F-HR |
11 Aug 2016, 13:30 |
| Q1 2016 |
2,285 |
$15,675,666,710 |
+$1,500,259,592 |
-$1,606,776,150 |
-$106,516,558 |
SPY, V, META, GOOGL, GOOG
|
Restatement |
10 May 2016, 08:55 |
| Q4 2015 |
2,300 |
$16,061,499,627 |
+$5,837,772,265 |
-$536,373,495 |
+$5,301,398,770 |
SPY, V, META, GOOGL, GOOG
|
13F-HR |
03 Feb 2016, 12:06 |
| Q3 2015 |
2,268 |
$10,618,162,652 |
+$1,698,476,213 |
-$1,003,466,927 |
+$695,009,286 |
SPY, AAPL, V, META, GOOGLXXXX
|
Restatement |
02 Nov 2015, 07:25 |
| Q2 2015 |
2,008 |
$10,727,206,729 |
+$1,147,799,815 |
-$1,994,510,761 |
-$846,710,946 |
AAPL, SPY, META, V, SPG
|
Restatement |
07 Aug 2015, 08:13 |
| Q1 2015 |
1,835 |
$10,455,106,446 |
+$1,302,573,546 |
-$1,302,323,013 |
+$250,533 |
AAPL, SPY, V, META, AMAT
|
Restatement |
14 May 2015, 14:13 |
| Q4 2014 |
1,808 |
$10,560,626,985 |
|
|
$0 |
AAPL, V, AMAT, SPY, UNP
|
13F-HR |
10 Feb 2015, 12:18 |