| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 797 | $10.4B | +$464M | -$177M | +$287M | IVV, AAPL, IWB, PG, MSFT | 13F-HR | 4/21/2025, 12:14 PM |
| Q4 2024 | 789 | $10.3B | +$440M | -$221M | +$219M | IVV, AAPL, IWB, PG, MSFT | 13F-HR | 2/7/2025, 03:00 PM |
| Q3 2024 | 808 | $10.2B | +$400M | -$332M | +$67.6M | IVV, AAPL, IWB, PG, MSFT | 13F-HR | 11/4/2024, 01:56 PM |
| Q2 2024 | 765 | $9.49B | +$410M | -$162M | +$247M | IVV, AAPL, IWB, PG, MSFT | 13F-HR | 8/8/2024, 07:08 AM |
| Q1 2024 | 760 | $9.2B | +$450M | -$301M | +$150M | IVV, PG, IWB, AAPL, MSFT | 13F-HR | 5/9/2024, 03:23 PM |
| Q4 2023 | 711 | $8.51B | +$276M | -$308M | -$32.1M | IVV, AAPL, PG, IWB, MSFT | 13F-HR | 2/7/2024, 02:44 PM |
| Q3 2023 | 718 | $7.78B | +$230M | -$183M | +$46.8M | IVV, AAPL, PG, IWB, MSFT | 13F-HR | 11/13/2023, 06:58 AM |
| Q2 2023 | 669 | $8.06B | +$282M | -$197M | +$85.4M | IVV, AAPL, PG, IWB, MSFT | 13F-HR | 8/10/2023, 11:07 AM |
| Q1 2023 | 660 | $7.53B | +$257M | -$299M | -$42.9M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 5/15/2023, 05:22 PM |
| Q4 2022 | 658 | $7.33B | +$201M | -$196M | +$4.22M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 2/14/2023, 09:46 AM |
| Q3 2022 | 645 | $6.75B | +$395M | -$117M | +$278M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 11/14/2022, 11:02 AM |
| Q2 2022 | 652 | $7.05B | +$241M | -$147M | +$94.2M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 8/12/2022, 05:41 PM |
| Q1 2022 | 667 | $8.07B | +$580M | -$204M | +$376M | IVV, AAPL, PG, IWB, MSFT | 13F-HR | 5/11/2022, 02:56 PM |
| Q4 2021 | 667 | $8.17B | +$231M | -$158M | +$73.1M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 2/15/2022, 08:45 AM |
| Q3 2021 | 648 | $7.47B | +$392M | -$156M | +$236M | IVV, PG, IWB, AAPL, MSFT | 13F-HR | 11/12/2021, 04:42 PM |
| Q2 2021 | 15 | $216M | $0 | $0 | MDT, NVT, WTW, ALC, RNR | New Holdings | 11/9/2021, 04:27 PM | |
| Q2 2021 | 617 | $7.01B | +$334M | -$439M | -$105M | IVV, PG, IWB, AAPL, MSFT | 13F-HR | 8/13/2021, 12:56 PM |
| Q1 2021 | 602 | $6.65B | +$530M | -$171M | +$358M | IVV, PG, IWB, AAPL, MSFT | 13F-HR | 5/14/2021, 01:39 PM |
| Q4 2020 | 589 | $6B | +$310M | -$149M | +$161M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 2/12/2021, 03:57 PM |
| Q3 2020 | 573 | $5.4B | +$451M | -$156M | +$295M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 11/16/2020, 09:40 AM |
| Q2 2020 | 577 | $4.95B | +$378M | -$559M | -$182M | IVV, PG, AAPL, IWB, MSFT | 13F-HR | 8/13/2020, 08:56 AM |
| Q1 2020 | 495 | $4B | +$419M | -$206M | +$213M | IVV, PG, IWB, AAPL, ZTS | 13F-HR | 5/19/2020, 05:32 PM |
| Q4 2019 | 601 | $5.31B | +$185M | -$192M | -$7.25M | IVV, PG, IWB, AAPL, MSFT | 13F-HR | 2/13/2020, 12:06 PM |
| Q3 2019 | 596 | $5.02B | +$278M | -$113M | +$165M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 11/14/2019, 09:58 AM |
| Q2 2019 | 604 | $4.83B | +$136M | -$196M | -$60.5M | IVV, PG, IWB, AAPL, ABT | 13F-HR | 8/14/2019, 09:35 AM |
| Q1 2019 | 599 | $4.68B | +$251M | -$216M | +$34.4M | IVV, PG, IWB, AAPL, ABT | 13F-HR | 5/13/2019, 01:25 PM |
| Q4 2018 | 601 | $4.11B | +$387M | -$154M | +$233M | IVV, PG, IWB, AAPL, VEA | 13F-HR | 2/13/2019, 10:34 AM |
| Q3 2018 | 633 | $4.5B | +$228M | -$111M | +$117M | IVV, PG, IWB, AAPL, ABT | 13F-HR | 11/14/2018, 08:23 AM |
| Q2 2018 | 629 | $4.08B | +$241M | -$128M | +$113M | IVV, PG, IWB, AAPL, VEU | 13F-HR | 8/14/2018, 09:14 AM |
| Q1 2018 | 606 | $3.91B | +$230M | -$194M | +$36.2M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 5/15/2018, 10:37 AM |
| Q4 2017 | 614 | $4B | +$122M | -$110M | +$12.7M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 2/14/2018, 03:22 PM |
| Q3 2017 | 606 | $3.78B | +$171M | -$99.9M | +$71.2M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 11/14/2017, 11:24 AM |
| Q2 2017 | 607 | $3.59B | +$170M | -$95.5M | +$74.8M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 8/14/2017, 09:22 AM |
| Q1 2017 | 607 | $3.45B | +$230M | -$157M | +$72.4M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 5/12/2017, 03:18 PM |
| Q4 2016 | 585 | $3.25B | +$180M | -$87.4M | +$92.4M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 2/14/2017, 08:18 AM |
| Q3 2016 | 567 | $3.12B | +$227M | -$209M | +$18.4M | IVV, PG, IWB, AAPL, CINF | 13F-HR | 11/14/2016, 12:52 PM |
| Q2 2016 | 559 | $3.04B | +$284M | -$157M | +$127M | IVV, PG, IWB, AAPL, CVX | 13F-HR | 8/11/2016, 02:42 PM |
| Q1 2016 | 546 | $2.86B | +$165M | -$153M | +$11.7M | IVV, PG, IWB, AAPL, CVX | 13F-HR | 5/13/2016, 11:13 AM |
| Q4 2015 | 533 | $2.85B | +$197M | -$138M | +$58.8M | IVV, PG, IWB, AAPL, IWP | 13F-HR | 2/12/2016, 02:20 PM |
| Q3 2015 | 544 | $2.72B | +$147M | -$121M | +$25.2M | PG, IVV, IWB, AAPL, IWP | 13F-HR | 11/16/2015, 01:48 PM |
| Q2 2015 | 543 | $2.98B | +$159M | -$105M | +$54.1M | PG, IVV, IWB, AAPL, IWP | 13F-HR | 8/14/2015, 01:54 PM |
| Q1 2015 | 543 | $2.98B | +$119M | -$142M | -$22.3M | PG, IVV, IWB, AAPL, CVX | 13F-HR | 5/14/2015, 04:30 PM |
| Q4 2014 | 563 | $3.04B | +$116M | -$139M | -$22.9M | PG, IVV, IWB, AAPL, EMR | 13F-HR | 2/17/2015, 01:07 PM |
| Q3 2014 | 558 | $2.99B | +$333M | -$89.5M | +$244M | PG, IVV, IWB, AAPL, CVX | 13F-HR | 11/14/2014, 02:38 PM |
| Q2 2014 | 501 | $2.8B | +$170M | -$137M | +$32.7M | PG, IVV, IWB, CVX, AAPL | 13F-HR | 8/14/2014, 11:44 AM |
| Q1 2014 | 506 | $2.73B | +$131M | -$129M | +$2.18M | PG, IVV, IWB, EMR, GTU | 13F-HR | 5/15/2014, 02:00 PM |
| Q4 2013 | 506 | $2.71B | PG, IVV, IWB, EMR, DGS | 13F-HR | 2/13/2014, 11:59 AM |