| Q3 2025 |
527 |
$3,261,705,742 |
+$194,836,738 |
-$85,287,593 |
+$109,549,145 |
IVV, MSFT, VEA, NVDA, AAPL
|
13F-HR |
12 Nov 2025, 15:40 |
| Q2 2025 |
450 |
$2,940,607,917 |
+$135,183,113 |
-$156,277,209 |
-$21,094,096 |
IVV, MSFT, VEA, NVDA, AAPL
|
13F-HR |
05 Aug 2025, 13:12 |
| Q1 2025 |
440 |
$2,670,654,412 |
+$86,527,076 |
-$195,667,129 |
-$109,140,053 |
IVV, MSFT, NVDA, VEA, AAPL
|
13F-HR |
13 May 2025, 17:13 |
| Q4 2024 |
440 |
$2,890,288,456 |
+$180,222,451 |
-$180,437,566 |
-$215,115 |
IVV, MSFT, NVDA, VWO, VEA
|
13F-HR |
06 Feb 2025, 17:29 |
| Q3 2024 |
435 |
$2,889,442,871 |
+$155,960,826 |
-$153,240,355 |
+$2,720,471 |
IVV, MSFT, NVDA, VEA, JAAA
|
13F-HR |
14 Nov 2024, 11:09 |
| Q2 2024 |
457 |
$2,783,369,954 |
+$241,912,257 |
-$48,351,975 |
+$193,560,282 |
IVV, MSFT, NVDA, JAAA, VEA
|
Restatement |
22 Nov 2024, 09:34 |
| Q1 2024 |
442 |
$2,678,713,572 |
+$298,587,575 |
-$54,619,846 |
+$243,967,729 |
IVV, MSFT, JAAA, NVDA, VEA
|
Restatement |
22 Nov 2024, 09:33 |
| Q4 2023 |
405 |
$2,228,522,350 |
+$189,665,209 |
-$55,702,222 |
+$133,962,987 |
IVV, MSFT, VEA, NVDA, AAPL
|
13F-HR |
13 Feb 2024, 12:22 |
| Q3 2023 |
419 |
$1,889,002,199 |
+$89,654,658 |
-$603,898,568 |
-$514,243,910 |
IVV, MSFT, VEA, SPY, BSV
|
13F-HR |
14 Nov 2023, 08:10 |
| Q2 2023 |
396 |
$2,481,661,094 |
+$186,493,631 |
-$87,456,978 |
+$99,036,653 |
USFR, IVV, MSFT, VEA, SPY
|
13F-HR |
09 Aug 2023, 13:54 |
| Q1 2023 |
375 |
$2,257,774,326 |
+$387,995,690 |
-$422,057,976 |
-$34,062,286 |
USFR, IVV, MSFT, VEA, SPY
|
13F-HR |
12 May 2023, 15:24 |
| Q4 2022 |
381 |
$2,186,131,398 |
+$235,419,443 |
-$384,639,903 |
-$149,220,460 |
SHV, IVV, USFR, MSFT, VEA
|
13F-HR |
13 Feb 2023, 16:05 |
| Q3 2022 |
378 |
$2,214,006,155 |
+$94,414,597 |
-$326,537,518 |
-$232,122,921 |
SHV, IVV, MSFT, VEA, SPY
|
13F-HR |
09 Nov 2022, 15:04 |
| Q2 2022 |
421 |
$2,618,916,036 |
+$903,846,091 |
-$282,307,310 |
+$621,538,781 |
SHV, IVV, MSFT, VEA, SPY
|
13F-HR |
09 Aug 2022, 14:54 |
| Q1 2022 |
579 |
$2,488,192,000 |
+$379,604,726 |
-$121,727,795 |
+$257,876,931 |
MSFT, IVV, SPY, AAPL, VEA
|
13F-HR |
12 May 2022, 15:29 |
| Q4 2021 |
505 |
$2,358,643,000 |
+$258,457,999 |
-$40,277,856 |
+$218,180,143 |
SPY, MSFT, NKE, VEA, AAPL
|
13F-HR |
14 Feb 2022, 11:50 |
| Q3 2021 |
418 |
$1,993,622,000 |
+$125,643,634 |
-$76,328,010 |
+$49,315,624 |
SPY, MSFT, NKE, AGG, BSV
|
13F-HR |
15 Nov 2021, 14:14 |
| Q2 2021 |
413 |
$1,992,587,000 |
+$98,298,887 |
-$68,576,148 |
+$29,722,739 |
SPY, NKE, AGG, VEA, BSV
|
13F-HR |
16 Aug 2021, 11:52 |
| Q1 2021 |
394 |
$1,836,265,000 |
+$130,167,295 |
-$119,470,330 |
+$10,696,965 |
SPY, AGG, BSV, NKE, VEA
|
13F-HR |
17 May 2021, 10:35 |
| Q4 2020 |
1,263 |
$1,709,307,581 |
+$149,347,910 |
-$126,823,885 |
+$22,524,025 |
SPY, AGG, BSV, NKE, VEA
|
13F-HR |
16 Feb 2021, 13:06 |
| Q3 2020 |
1,196 |
$1,531,456,553 |
+$151,550,582 |
-$158,702,402 |
-$7,151,820 |
SPY, AGG, BSV, NKE, WDIV
|
13F-HR |
06 Nov 2020, 15:24 |
| Q2 2020 |
340 |
$1,332,675,620 |
+$207,326,519 |
-$161,649,530 |
+$45,676,989 |
AGG, BSV, WDIV, NKE, VEA
|
13F-HR |
03 Aug 2020, 19:20 |
| Q1 2020 |
359 |
$1,226,699,894 |
+$218,289,993 |
-$117,008,610 |
+$101,281,383 |
SPY, AGG, BSV, WDIV, NKE
|
13F-HR |
12 May 2020, 11:25 |
| Q4 2019 |
377 |
$1,488,565,376 |
+$236,135,790 |
-$156,266,501 |
+$79,869,289 |
SPY, AGG, WDIV, NKE, BSV
|
13F-HR |
04 Feb 2020, 16:06 |
| Q3 2019 |
359 |
$1,337,380,690 |
+$194,212,729 |
-$179,052,042 |
+$15,160,687 |
SPY, AGG, NKE, VEA, WDIV
|
13F-HR |
07 Nov 2019, 14:13 |
| Q2 2019 |
340 |
$1,355,364,601 |
+$256,258,904 |
-$301,158,946 |
-$44,900,042 |
SPY, AGG, PXH, NKE, VEA
|
13F-HR |
02 Aug 2019, 18:44 |
| Q1 2019 |
344 |
$1,414,159,688 |
+$297,754,569 |
-$247,368,329 |
+$50,386,240 |
SPY, AGG, NKE, PXH, VEA
|
13F-HR |
08 May 2019, 14:26 |
| Q4 2018 |
401 |
$1,439,006,903 |
+$328,651,647 |
-$186,479,281 |
+$142,172,366 |
SPY, AGG, NKE, PXH, VEA
|
13F-HR |
11 Feb 2019, 16:37 |
| Q3 2018 |
388 |
$1,722,251,956 |
+$329,962,154 |
-$157,085,911 |
+$172,876,243 |
SPY, NKE, VEA, AGG, AAPL
|
13F-HR |
09 Nov 2018, 18:13 |
| Q2 2018 |
333 |
$1,533,602,400 |
+$138,819,744 |
-$65,385,413 |
+$73,434,331 |
SPY, VEA, NKE, HPQ, CSCO
|
13F-HR |
14 Aug 2018, 12:09 |
| Q1 2018 |
334 |
$1,552,822,826 |
+$325,031,163 |
-$134,427,625 |
+$190,603,538 |
SPY, VEA, GMED, CSCO, HPQ
|
13F-HR |
15 May 2018, 17:02 |
| Q4 2017 |
321 |
$1,399,883,000 |
+$152,400,447 |
-$93,155,210 |
+$59,245,237 |
SPY, VEA, HPQ, CSCO, AAPL
|
13F-HR |
13 Feb 2018, 14:41 |
| Q3 2017 |
339 |
$1,404,470,000 |
+$181,809,958 |
-$57,463,853 |
+$124,346,105 |
SPY, VEA, HPQ, AAPL, NKE
|
13F-HR |
14 Nov 2017, 13:46 |
| Q2 2017 |
332 |
$1,283,679,000 |
+$159,922,608 |
-$80,251,349 |
+$79,671,259 |
SPY, VEA, NKE, HRB, HPQ
|
Restatement |
14 Aug 2017, 17:52 |
| Q1 2017 |
341 |
$1,296,942,000 |
+$251,945,551 |
-$96,703,134 |
+$155,242,417 |
SPY, VEA, HPQ, NKE, VAL
|
13F-HR |
15 May 2017, 15:42 |
| Q4 2016 |
347 |
$1,164,315,000 |
+$192,601,978 |
-$66,652,998 |
+$125,948,980 |
SPY, IDCC, TSRA, VEA, VAL
|
Restatement |
17 Feb 2017, 16:47 |
| Q3 2016 |
334 |
$1,092,187,000 |
+$107,673,459 |
-$56,735,585 |
+$50,937,874 |
SPY, IDCC, NKE, VAL, HPQ
|
13F-HR |
14 Nov 2016, 13:36 |
| Q2 2016 |
313 |
$1,021,647,000 |
+$153,915,694 |
-$45,915,721 |
+$107,999,973 |
SPY, VAL, NKE, CSCO, CA
|
13F-HR |
10 Aug 2016, 13:36 |
| Q1 2016 |
324 |
$950,934,000 |
+$178,518,805 |
-$158,503,142 |
+$20,015,663 |
NKE, VAL, SPY, VEA, CSCO
|
13F-HR |
11 May 2016, 19:41 |
| Q4 2015 |
357 |
$965,593,000 |
+$215,172,488 |
-$161,949,741 |
+$53,222,747 |
SPY, MSFT, NKE, AGG, AMLPXXXX
|
13F-HR |
10 Feb 2016, 12:08 |
| Q3 2015 |
347 |
$921,282,000 |
+$436,701,829 |
-$60,212,817 |
+$376,489,012 |
VWO, SPY, NKE, AGG, VEU
|
13F-HR |
12 Nov 2015, 16:06 |
| Q2 2015 |
221 |
$625,727,000 |
+$80,009,640 |
-$54,152,183 |
+$25,857,457 |
CRUS, GILD, MSFT, SHOO, AAPL
|
13F-HR |
12 Aug 2015, 13:53 |
| Q1 2015 |
171 |
$634,129,000 |
+$139,116,308 |
-$84,552,432 |
+$54,563,876 |
KRFT, CRUS, AAPL, DLX, NOC
|
13F-HR |
11 May 2015, 12:47 |
| Q4 2014 |
169 |
$605,892,000 |
+$154,166,547 |
-$85,133,898 |
+$69,032,649 |
AAPL, NOC, BAH, MSFT, BRCD
|
13F-HR |
11 Feb 2015, 10:40 |
| Q3 2014 |
131 |
$578,381,000 |
+$51,063,609 |
-$56,880,684 |
-$5,817,075 |
BRCD, J105SC, AAPL, MSFT, NOC
|
13F-HR |
14 Nov 2014, 10:33 |
| Q2 2014 |
215 |
$633,914,078 |
+$217,999,476 |
-$39,642,465 |
+$178,357,011 |
BRCD, ALLY, AAPL, ATVI, DLX
|
13F-HR |
14 Aug 2014, 10:45 |
| Q1 2014 |
233 |
$564,205,000 |
+$166,652,625 |
-$49,762,785 |
+$116,889,840 |
QCOR, MSFT, J105SC, AAPL, NOC
|
13F-HR |
15 May 2014, 13:31 |
| Q4 2013 |
291 |
$563,104,885 |
|
|
$0 |
AAPL, NOC, MSFT, CF, DLX
|
13F-HR |
13 Feb 2014, 15:26 |