| Q3 2025 |
2,411 |
$84,141,576,980 |
+$9,536,460,288 |
-$8,371,053,474 |
+$1,165,406,814 |
NVDA, IVV, MSFT, AAPL, DFUS
|
13F-HR |
13 Nov 2025, 12:50 |
| Q2 2025 |
2,429 |
$77,240,809,067 |
+$8,598,222,527 |
-$7,438,956,996 |
+$1,159,265,531 |
NVDA, MSFT, IVV, AAPL, DFUS
|
13F-HR |
12 Aug 2025, 14:41 |
| Q1 2025 |
2,287 |
$70,075,445,693 |
+$8,155,364,527 |
-$7,811,129,300 |
+$344,235,227 |
IVV, AAPL, MSFT, DFUS, NVDA
|
13F-HR |
13 May 2025, 13:12 |
| Q4 2024 |
2,281 |
$72,908,983,106 |
+$11,848,892,407 |
-$10,614,895,720 |
+$1,233,996,687 |
IVV, AAPL, NVDA, MSFT, AMZN
|
13F-HR |
11 Feb 2025, 16:03 |
| Q3 2024 |
2,705 |
$70,974,415,575 |
+$7,554,672,430 |
-$6,361,690,172 |
+$1,192,982,258 |
AAPL, MSFT, NVDA, IVV, AMZN
|
13F-HR |
13 Nov 2024, 19:07 |
| Q2 2024 |
2,682 |
$66,606,577,496 |
+$8,345,591,653 |
-$10,998,699,135 |
-$2,653,107,482 |
MSFT, NVDA, AAPL, IVV, AMZN
|
13F-HR |
13 Aug 2024, 10:47 |
| Q1 2024 |
2,657 |
$71,018,177,480 |
+$7,972,700,533 |
-$9,539,470,399 |
-$1,566,769,866 |
MSFT, AAPL, NVDA, AMZN, VCSH
|
13F-HR |
14 May 2024, 14:19 |
| Q4 2023 |
2,639 |
$66,187,077,427 |
+$6,592,652,796 |
-$10,872,594,945 |
-$4,279,942,149 |
MSFT, AAPL, IVV, AMZN, NVDA
|
13F-HR |
13 Feb 2024, 14:00 |
| Q3 2023 |
6 |
$112,535,051 |
$0 |
$0 |
$0 |
XLB, XLE, XLI, XLU, XLF
|
New Holdings |
14 Jun 2024, 16:54 |
| Q3 2023 |
2,578 |
$63,745,817,577 |
+$5,248,721,070 |
-$7,529,996,900 |
-$2,281,275,830 |
AAPL, MSFT, AMZN, NVDA, GOOGL
|
13F-HR |
13 Nov 2023, 14:23 |
| Q2 2023 |
4 |
$104,398,401 |
$0 |
$0 |
$0 |
XLV, XLU, XLI, XLP
|
New Holdings |
14 Jun 2024, 16:52 |
| Q2 2023 |
2,500 |
$67,961,027,045 |
+$4,900,772,637 |
-$5,141,019,251 |
-$240,246,614 |
AAPL, MSFT, LQD, AMZN, NVDA
|
13F-HR |
11 Aug 2023, 14:53 |
| Q1 2023 |
5 |
$61,599,051 |
$0 |
$0 |
$0 |
XLV, XLU, XLF, XLE, XLB
|
New Holdings |
14 Jun 2024, 16:50 |
| Q1 2023 |
2,311 |
$59,287,180,322 |
+$5,745,716,600 |
-$3,990,036,862 |
+$1,755,679,738 |
AAPL, MSFT, LQD, AMZN, NVDA
|
13F-HR |
12 May 2023, 11:20 |
| Q4 2022 |
4 |
$46,838,239 |
$0 |
$0 |
$0 |
XLF, XLB, XLE, XLY
|
New Holdings |
14 Jun 2024, 16:48 |
| Q4 2022 |
2,589 |
$59,290,617,860 |
+$4,538,195,654 |
-$7,804,773,753 |
-$3,266,578,099 |
AAPL, MSFT, LQD, AMZN, IVV
|
13F-HR |
14 Feb 2023, 08:19 |
| Q3 2022 |
4 |
$30,087,874 |
$0 |
$0 |
$0 |
XLV, XLU, XLP, XLE
|
New Holdings |
14 Jun 2024, 16:45 |
| Q3 2022 |
2,386 |
$57,273,590,158 |
+$8,140,453,504 |
-$6,253,818,552 |
+$1,886,634,952 |
AAPL, MSFT, AMZN, LQD, TSLA
|
13F-HR |
04 Nov 2022, 09:30 |
| Q2 2022 |
5 |
$28,169,565 |
$0 |
$0 |
$0 |
XLV, XLU, XLF, XLP, XLE
|
New Holdings |
14 Jun 2024, 16:43 |
| Q2 2022 |
2,374 |
$60,439,435,565 |
+$7,314,147,915 |
-$7,008,822,298 |
+$305,325,617 |
AAPL, MSFT, AMZN, GOOGL, GOOG
|
13F-HR |
15 Aug 2022, 11:04 |
| Q1 2022 |
5 |
$31,822,374 |
$0 |
$0 |
$0 |
XLF, XLB, XLE, XLV, XLI
|
New Holdings |
14 Jun 2024, 16:41 |
| Q1 2022 |
2,423 |
$73,271,915,593 |
+$7,069,534,654 |
-$9,212,022,673 |
-$2,142,488,019 |
AAPL, MSFT, AMZN, TSLA, GOOGL
|
13F-HR |
13 May 2022, 14:06 |
| Q4 2021 |
4 |
$67,461,013 |
$0 |
$0 |
$0 |
XLV, XLU, XLK, XLP
|
New Holdings |
14 Jun 2024, 16:34 |
| Q4 2021 |
2,448 |
$77,466,221,013 |
+$9,976,337,353 |
-$7,402,535,094 |
+$2,573,802,259 |
AAPL, MSFT, AMZN, LQD, IVV
|
13F-HR |
14 Feb 2022, 07:48 |
| Q3 2021 |
4 |
$81,790,339 |
$0 |
$0 |
$0 |
XLV, XLU, XLK, XLP
|
New Holdings |
14 Jun 2024, 16:32 |
| Q3 2021 |
2,566 |
$71,437,100,000 |
+$7,602,777,994 |
-$8,687,508,132 |
-$1,084,730,138 |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
15 Nov 2021, 15:07 |
| Q2 2021 |
4 |
$129,465,144 |
$0 |
$0 |
$0 |
XLV, XLU, XLE, XLP
|
New Holdings |
14 Jun 2024, 16:30 |
| Q2 2021 |
2,534 |
$72,630,433,000 |
+$8,077,327,118 |
-$7,074,615,265 |
+$1,002,711,853 |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
16 Aug 2021, 15:14 |
| Q1 2021 |
4 |
$80,337,622 |
$0 |
$0 |
$0 |
XLF, XLB, XLE, XLK
|
New Holdings |
14 Jun 2024, 16:28 |
| Q1 2021 |
2,466 |
$66,633,266,000 |
+$9,807,239,446 |
-$7,166,679,001 |
+$2,640,560,445 |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
12 May 2021, 15:58 |
| Q4 2020 |
4 |
$48,593,247 |
$0 |
$0 |
$0 |
XLF, XLB, XLE, XLK
|
New Holdings |
14 Jun 2024, 16:16 |
| Q4 2020 |
2,258 |
$58,861,433,774 |
+$53,203,796,300 |
-$1,333,056,989 |
+$51,870,739,311 |
AAPL, MSFT, AMZN, META, GOOGL
|
Restatement |
16 Aug 2021, 15:02 |
| Q3 2020 |
5 |
$46,308,698 |
$0 |
$0 |
$0 |
XLV, XLK, XLP, XLY, XLI
|
New Holdings |
14 Jun 2024, 16:12 |
| Q3 2020 |
1,269 |
$691,923,000 |
|
|
$0 |
IVV, BSV, VOO, AGG, LQD
|
New Holdings |
05 Aug 2021, 15:11 |
| Q3 2020 |
2,394 |
$6,012,181,698 |
+$1,346,920,175 |
-$1,687,039,738 |
-$340,119,563 |
PULS, NRG, NLYXXXX, STMP, UFPI
|
13F-HR |
16 Nov 2020, 11:36 |
| Q2 2020 |
3 |
$32,563,286 |
$0 |
$0 |
$0 |
XLV, XLK, XLP
|
New Holdings |
14 Jun 2024, 16:09 |
| Q2 2020 |
1,231 |
$540,096,000 |
|
|
$0 |
IVV, AGG, BSV, LQD, VOO
|
New Holdings |
05 Aug 2021, 15:08 |
| Q2 2020 |
2,366 |
$6,119,022,286 |
+$1,753,438,325 |
-$2,448,854,337 |
-$695,416,012 |
PULS, NRG, STMP, OSK, AES
|
13F-HR |
12 Aug 2020, 11:33 |
| Q1 2020 |
3 |
$5,799,258 |
$0 |
$0 |
$0 |
XLV, XLK, XLI
|
New Holdings |
14 Jun 2024, 16:05 |
| Q1 2020 |
1,139 |
$385,020,000 |
|
|
$0 |
AGG, IVV, BIL, USMV, GOVT
|
New Holdings |
05 Aug 2021, 15:06 |
| Q1 2020 |
2,289 |
$5,672,668,258 |
+$1,679,911,309 |
-$1,923,429,430 |
-$243,518,121 |
EXC, TSN, COF, PULS, OSK
|
13F-HR |
12 May 2020, 11:11 |
| Q4 2019 |
3 |
$32,778,708 |
$0 |
$0 |
$0 |
XLV, XLK, XLI
|
New Holdings |
14 Jun 2024, 16:03 |
| Q4 2019 |
1,198 |
$383,288,273 |
|
|
$0 |
IVV, AGG, VEA, USMV, VOO
|
New Holdings |
05 Aug 2021, 15:04 |
| Q4 2019 |
2,386 |
$9,395,923,981 |
+$1,503,264,162 |
-$2,651,478,260 |
-$1,148,214,098 |
OSK, DISCK, BG, PULS, AMG
|
13F-HR |
11 Feb 2020, 13:35 |
| Q3 2019 |
3 |
$78,808,088 |
$0 |
$0 |
$0 |
XLV, XLP, XLK
|
New Holdings |
14 Jun 2024, 15:59 |
| Q3 2019 |
1,142 |
$306,283,000 |
|
|
$0 |
AGG, IVV, NEAR, USMV, MUB
|
New Holdings |
05 Aug 2021, 15:01 |
| Q3 2019 |
2,363 |
$9,967,259,351 |
+$2,324,567,187 |
-$2,121,965,836 |
+$202,601,351 |
GEXXXX, OSK, DISCK, KDP, VIAB
|
13F-HR |
13 Nov 2019, 12:21 |
| Q2 2019 |
5 |
$85,452,086 |
$0 |
$0 |
$0 |
XLP, XLV, XLK, XLF, XLI
|
New Holdings |
14 Jun 2024, 15:44 |
| Q2 2019 |
1,141 |
$287,930,000 |
|
|
$0 |
AGG, IVV, NEAR, QUAL, IEFA
|
New Holdings |
05 Aug 2021, 14:58 |
| Q2 2019 |
2,405 |
$9,991,056,086 |
+$2,439,729,691 |
-$2,982,299,761 |
-$542,570,070 |
OSK, DISCK, CPT, VIAB, SPG
|
13F-HR |
08 Aug 2019, 13:51 |
| Q1 2019 |
5 |
$48,252,835 |
$0 |
$0 |
$0 |
XLV, XLP, XLF, XLE, XLI
|
New Holdings |
14 Jun 2024, 15:30 |
| Q1 2019 |
1,039 |
$235,595,000 |
|
|
$0 |
NEAR, AGG, IVV, IEFA, MUB
|
New Holdings |
05 Aug 2021, 14:54 |
| Q1 2019 |
2,397 |
$11,478,397,835 |
+$2,268,437,894 |
-$3,599,705,499 |
-$1,331,267,605 |
EXC, KMI, NRG, CPT, UNM
|
13F-HR |
15 May 2019, 12:26 |
| Q4 2018 |
941 |
$123,417,000 |
|
|
$0 |
AGG, IVV, QUAL, IEFA, NEAR
|
New Holdings |
05 Aug 2021, 14:47 |
| Q4 2018 |
2,338 |
$11,660,426,000 |
+$2,264,475,288 |
-$4,306,255,589 |
-$2,041,780,301 |
EXC, SPG, KSS, UAL, NSC
|
13F-HR |
07 Feb 2019, 15:34 |
| Q3 2018 |
761 |
$62,129,000 |
|
|
$0 |
AGG, BSV, QUAL, EFAV, IVV
|
New Holdings |
01 Sep 2021, 14:42 |
| Q3 2018 |
2,369 |
$17,290,678,000 |
+$2,742,072,043 |
-$7,940,346,500 |
-$5,198,274,457 |
NSC, KSS, NFLX, SPG, HPE
|
13F-HR |
07 Nov 2018, 15:14 |
| Q2 2018 |
556 |
$27,569,222 |
|
|
$0 |
AGG, VOO, EFAV, EMB, BSV
|
New Holdings |
01 Sep 2021, 14:39 |
| Q2 2018 |
2,343 |
$22,630,081,222 |
+$4,696,451,280 |
-$12,004,031,506 |
-$7,307,580,226 |
VNQ, NFLX, ILMN, APC, ESRX
|
13F-HR |
13 Aug 2018, 12:01 |
| Q1 2018 |
334 |
$7,565,000 |
|
|
$0 |
VEA, IBDL, VOO, VFH, EMB
|
New Holdings |
01 Sep 2021, 14:37 |
| Q1 2018 |
2,259 |
$30,967,247,000 |
+$3,822,156,959 |
-$42,373,157,846 |
-$38,551,000,887 |
BRKB, SPY, C, COP, MPC
|
13F-HR |
04 May 2018, 11:39 |
| Q4 2017 |
2 |
$25,000 |
|
|
$0 |
IWD, IWS
|
New Holdings |
01 Sep 2021, 14:33 |
| Q4 2017 |
2,328 |
$73,363,455,000 |
+$6,076,389,191 |
-$5,928,774,500 |
+$147,614,691 |
AAPL, MSFT, JPM, META, GOOG
|
13F-HR |
13 Feb 2018, 14:09 |
| Q3 2017 |
192 |
$9,161,650,000 |
|
|
$0 |
AAPL, BAC, AMZN, BRKB, AMGN
|
New Holdings |
30 Nov 2017, 14:40 |
| Q3 2017 |
2,328 |
$69,630,276,526 |
+$6,138,425,481 |
-$6,028,908,144 |
+$109,517,337 |
AAPL, MSFT, META, JPM, GOOG
|
13F-HR |
02 Nov 2017, 11:45 |
| Q2 2017 |
2,336 |
$67,217,003,402 |
+$7,964,556,523 |
-$5,605,857,095 |
+$2,358,699,428 |
AAPL, MSFT, JPM, XOM, JNJ
|
13F-HR |
07 Aug 2017, 15:48 |
| Q1 2017 |
2,325 |
$64,123,544,558 |
+$6,377,103,267 |
-$6,504,663,318 |
-$127,560,051 |
AAPL, MSFT, JPM, META, XOM
|
13F-HR |
10 May 2017, 14:31 |
| Q4 2016 |
2,329 |
$62,159,796,139 |
+$5,105,640,712 |
-$5,677,174,418 |
-$571,533,706 |
AAPL, MSFT, JPM, XOM, JNJ
|
13F-HR |
07 Feb 2017, 14:29 |
| Q3 2016 |
2,312 |
$60,495,564,560 |
+$5,330,542,300 |
-$5,987,922,817 |
-$657,380,517 |
AAPL, MSFT, XOM, JNJ, META
|
13F-HR |
04 Nov 2016, 14:07 |
| Q2 2016 |
2,285 |
$59,434,298,162 |
+$7,027,874,314 |
-$3,956,370,878 |
+$3,071,503,436 |
AAPL, MSFT, XOM, JNJ, T
|
13F-HR |
09 Aug 2016, 14:49 |
| Q1 2016 |
2,291 |
$55,905,209,000 |
+$6,512,347,847 |
-$5,786,327,687 |
+$726,020,160 |
AAPL, MSFT, XOM, T, JNJ
|
13F-HR |
09 May 2016, 13:47 |
| Q4 2015 |
2,232 |
$55,231,941,000 |
+$7,181,620,462 |
-$3,823,574,013 |
+$3,358,046,449 |
AAPL, MSFT, XOM, JPM, AMZN
|
13F-HR |
12 Feb 2016, 13:12 |
| Q3 2015 |
2,219 |
$50,695,354,557 |
+$5,125,426,631 |
-$5,826,749,417 |
-$701,322,786 |
AAPL, MSFT, XOM, JPM, JNJ
|
13F-HR |
10 Nov 2015, 12:50 |
| Q2 2015 |
2,224 |
$56,326,136,000 |
+$5,362,553,826 |
-$5,130,183,518 |
+$232,370,308 |
AAPL, XOM, MSFT, JPM, JNJ
|
13F-HR |
06 Aug 2015, 14:14 |
| Q1 2015 |
2,227 |
$57,695,862,000 |
+$7,550,816,179 |
-$4,886,922,246 |
+$2,663,893,933 |
AAPL, XOM, MSFT, JNJ, JPM
|
13F-HR |
01 May 2015, 14:20 |
| Q4 2014 |
2,197 |
$55,154,805,000 |
+$4,779,801,247 |
-$4,797,500,823 |
-$17,699,576 |
AAPL, XOM, MSFT, GEXXXX, JPM
|
13F-HR |
06 Feb 2015, 12:47 |
| Q3 2014 |
2,210 |
$53,136,807,000 |
+$3,496,547,639 |
-$6,637,304,345 |
-$3,140,756,706 |
AAPL, XOM, JNJ, MSFT, GEXXXX
|
13F-HR |
12 Nov 2014, 13:04 |
| Q2 2014 |
2,425 |
$56,696,719,000 |
+$6,922,874,397 |
-$4,108,398,076 |
+$2,814,476,321 |
AAPL, XOM, JNJ, MSFT, GEXXXX
|
13F-HR |
13 Aug 2014, 15:18 |
| Q1 2014 |
2,260 |
$53,726,104,000 |
+$6,135,550,203 |
-$3,384,212,897 |
+$2,751,337,306 |
AAPL, XOM, GOOGLXXXX, MSFT, JNJ
|
13F-HR |
14 May 2014, 16:11 |
| Q4 2013 |
2,285 |
$50,379,678,000 |
|
|
$0 |
AAPL, XOM, GOOGLXXXX, JNJ, CVX
|
13F-HR |
11 Feb 2014, 14:01 |