| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 1,831 | $37.6B | +$8.7B | -$1.06B | +$7.64B | AAPL, DFAC, MSFT, AMZN, VOO | 13F-HR | 2/14/2025, 12:35 PM |
| Q3 2024 | 1,552 | $28.9B | +$10.5B | -$11.6B | -$1.17B | DFAC, AAPL, MSFT, VOO, DFAT | 13F-HR | 11/14/2024, 01:34 PM |
| Q2 2024 | 1,239 | $29.7B | +$17.5B | -$158M | +$17.3B | MSFT, VOO, AAPL, AMZN, IVV | 13F-HR | 8/14/2024, 06:29 PM |
| Q1 2024 | 966 | $12.3B | +$4.42B | -$276M | +$4.15B | MSFT, VOO, IXUS, AAPL, BRKA | 13F-HR | 5/15/2024, 05:45 PM |
| Q4 2023 | 774 | $7.63B | $0 | $0 | VOO, IXUS, MSFT, BRKA, QUS | 13F-HR | 2/14/2024, 06:10 PM |