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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,321 | $1.56B | +$39.3M | -$25.6M | +$13.6M | JPM, IVW, AAPL, VCSH, MSFT | 13F-HR | 10/22/2025, 03:17 PM |
| Q2 2025 | 1,213 | $1.43B | +$29.6M | -$43.8M | -$14.2M | JPM, IVW, AAPL, MSFT, VCSH | 13F-HR | 7/15/2025, 04:43 PM |
| Q1 2025 | 1,200 | $1.37B | +$41M | -$54.5M | -$13.5M | JPM, AAPL, IVW, VCSH, VTI | 13F-HR | 4/17/2025, 10:14 AM |
| Q4 2024 | 1,217 | $1.44B | +$54.6M | -$65.3M | -$10.7M | JPM, AAPL, IVW, VTI, VCSH | 13F-HR | 2/10/2025, 10:51 AM |
| Q3 2024 | 1,186 | $1.45B | +$46M | -$52M | -$6.03M | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 10/30/2024, 04:38 PM |
| Q2 2024 | 1,164 | $1.36B | +$38.3M | -$69.9M | -$31.5M | JPM, AAPL, IVW, MSFT, VTI | 13F-HR | 8/5/2024, 06:21 PM |
| Q1 2024 | 1,222 | $1.4B | +$61.1M | -$46.5M | +$14.6M | JPM, AAPL, IVW, MSFT, VTI | 13F-HR | 4/30/2024, 03:32 PM |
| Q4 2023 | 1,187 | $1.3B | +$56.8M | -$61.8M | -$4.98M | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 1/10/2024, 04:09 PM |
| Q3 2023 | 1,314 | $1.18B | +$38M | -$44.8M | -$6.85M | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 11/6/2023, 12:30 PM |
| Q2 2023 | 1,289 | $1.23B | +$22.3M | -$29.3M | -$7.02M | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 8/2/2023, 10:54 AM |
| Q1 2023 | 1,301 | $1.21B | +$81.9M | -$26.9M | +$55M | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 4/27/2023, 03:34 PM |
| Q4 2022 | 1,311 | $1.13B | +$73M | -$37.3M | +$35.6M | JPM, AAPL, IVW, VTI, SPY | 13F-HR | 1/11/2023, 02:53 PM |
| Q3 2022 | 1,077 | $1.01B | +$33.6M | -$25.9M | +$7.62M | AAPL, VTIP, JPM, IVW, VTI | 13F-HR | 11/2/2022, 09:12 AM |
| Q2 2022 | 1,079 | $1.08B | +$41.4M | -$15.3M | +$26.2M | AAPL, VTIP, JPM, IVW, MSFT | 13F-HR | 7/19/2022, 09:47 AM |
| Q1 2022 | 1,085 | $1.27B | +$47.4M | -$109M | -$61.5M | AAPL, JPM, IVW, VTIP, MSFT | 13F-HR | 5/3/2022, 12:57 PM |
| Q4 2021 | 1,127 | $1.42B | +$158M | -$24.6M | +$133M | LAZR, AAPL, JPM, IVW, VTIP | 13F-HR | 2/7/2022, 10:42 AM |
| Q3 2021 | 1,111 | $1.23B | +$34.7M | -$21.5M | +$13.1M | JPM, AAPL, IVW, VTI, VTIP | 13F-HR | 10/20/2021, 02:55 PM |
| Q2 2021 | 1,084 | $1.26B | +$146M | -$15.7M | +$130M | JPM, AAPL, IVW, LAZR, VTI | 13F-HR | 7/13/2021, 03:37 PM |
| Q1 2021 | 1,044 | $1.06B | +$68.2M | -$40.7M | +$27.6M | JPM, AAPL, IVW, VTI, SPY | 13F-HR | 4/19/2021, 09:27 AM |
| Q4 2020 | 987 | $960M | +$70.8M | -$48.5M | +$22.4M | AAPL, IVW, OESX, JPM, VTI | 13F-HR | 1/12/2021, 12:06 PM |
| Q3 2020 | 979 | $837M | +$82.9M | -$22.4M | +$60.6M | AAPL, JPM, IVW, OESX, VTI | 13F-HR | 10/13/2020, 02:40 PM |
| Q2 2020 | 939 | $764M | +$51.7M | -$90.8M | -$39M | JPM, IVW, AAPL, SPY, VTI | 13F-HR | 7/15/2020, 06:09 PM |
| Q1 2020 | 956 | $675M | +$37M | -$85.2M | -$48.2M | JPM, IVW, SPY, AAPL, MSFT | 13F-HR | 4/23/2020, 02:04 PM |
| Q4 2019 | 1,012 | $953M | +$38M | -$48.6M | -$10.6M | JPM, IVW, AAPL, IVE, SPY | 13F-HR | 1/29/2020, 03:33 PM |
| Q3 2019 | 1,049 | $896M | +$82M | -$51.4M | +$30.5M | JPM, IVW, IVE, VTI, SPY | 13F-HR | 10/3/2019, 11:53 AM |
| Q2 2019 | 387 | $858M | +$31.8M | -$18.1M | +$13.8M | IVW, JPM, IVE, AAPL, VTI | 13F-HR | 7/15/2019, 11:54 AM |
| Q1 2019 | 1,026 | $853M | +$50.6M | -$30.6M | +$20M | IVW, JPM, IVE, AAPL, VTI | 13F-HR | 4/10/2019, 03:39 PM |
| Q4 2018 | 1,022 | $763M | +$34.9M | -$27.5M | +$7.4M | JPM, IVW, IVE, ORI, VTI | 13F-HR | 1/7/2019, 01:02 PM |
| Q3 2018 | 1,052 | $890M | +$27.2M | -$28.3M | -$1.01M | JPM, IVW, AAPL, VTI, IVE | 13F-HR | 10/11/2018, 01:28 PM |
| Q2 2018 | 1,067 | $858M | +$52.7M | -$25.9M | +$26.8M | JPM, IVW, VTI, IVE, AAPL | 13F-HR | 7/20/2018, 09:54 AM |
| Q1 2018 | 1,041 | $837M | +$56.2M | -$22M | +$34.2M | JPM, IVW, VTI, IVE, DVY | 13F-HR | 4/13/2018, 10:18 AM |
| Q4 2017 | 1,036 | $824M | +$35.6M | -$22.6M | +$13M | JPM, IVW, IVE, DVY, VTI | 13F-HR | 1/11/2018, 08:37 AM |
| Q3 2017 | 1,058 | $789M | +$54.1M | -$28.1M | +$26M | JPM, IVW, DVY, VTI, IVE | 13F-HR | 10/6/2017, 12:16 PM |
| Q2 2017 | 1,046 | $748M | +$49.5M | -$27.6M | +$21.8M | JPM, DVY, IVW, VTI, ACU | 13F-HR | 7/18/2017, 02:45 PM |
| Q1 2017 | 1,016 | $727M | +$59.9M | -$12.7M | +$47.2M | JPM, DVY, VTI, ACU, IVW | 13F-HR | 4/28/2017, 09:26 AM |
| Q4 2016 | 919 | $664M | +$106M | -$28.8M | +$76.8M | JPM, DVY, VTI, ORI, IVW | 13F-HR | 1/13/2017, 10:57 AM |
| Q3 2016 | 774 | $561M | +$21.9M | -$18.1M | +$3.81M | JPM, DVY, VTI, IVW, ORI | 13F-HR | 10/12/2016, 10:05 AM |
| Q2 2016 | 772 | $544M | +$26M | -$16.8M | +$9.24M | DVY, JPM, VTI, ORI, IVW | 13F-HR | 7/12/2016, 12:54 PM |
| Q1 2016 | 732 | $521M | +$31.9M | -$18.3M | +$13.6M | DVY, JPM, VTI, ORI, IVW | 13F-HR | 4/25/2016, 12:35 PM |
| Q4 2015 | 728 | $513M | +$37.1M | -$20.4M | +$16.7M | JPM, VTI, DVY, ORI, IVW | 13F-HR | 1/20/2016, 08:21 AM |
| Q3 2015 | 814 | $486M | +$28.2M | -$17.8M | +$10.4M | JPM, VTI, DVY, IVW, ORI | 13F-HR | 10/14/2015, 01:47 PM |
| Q2 2015 | 794 | $543M | +$30.2M | -$14.1M | +$16.2M | JPM, VTI, DVY, IVW, IVE | 13F-HR | 7/30/2015, 03:56 PM |
| Q1 2015 | 769 | $534M | +$36.8M | -$13.5M | +$23.3M | JPM, DVY, VTI, IVW, IVE | 13F-HR | 4/13/2015, 02:36 PM |
| Q4 2014 | 769 | $524M | +$52.8M | -$29.6M | +$23.3M | JPM, DVY, VTI, IVW, IVE | 13F-HR | 2/5/2015, 02:21 PM |
| Q3 2014 | 623 | $494M | +$23.4M | -$13.9M | +$9.48M | JPM, VTI, KEX, IVW, DVY | 13F-HR | 11/4/2014, 03:50 PM |
| Q2 2014 | 660 | $497M | +$39.4M | -$16M | +$23.3M | JPM, ORI, KEX, VTI, DVY | 13F-HR | 8/18/2014, 03:22 PM |
| Q1 2014 | 661 | $478M | +$56.1M | -$13.2M | +$42.9M | JPM, ORI, KEX, VTI, DVY | 13F-HR | 4/29/2014, 03:47 PM |
| Q4 2013 | 287 | $460M | JPM, ORI, KEX, VTI, DVY | 13F-HR | 1/30/2014, 02:17 PM |