| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,410 | $20.7B | +$837M | -$1.29B | -$454M | VOO, AAPL, MSFT, IJR, SPY | 13F-HR | 11/13/2025, 01:01 PM |
| Q2 2025 | 1,498 | $19.8B | $0 | $0 | VOO, MSFT, AAPL, IJR, SPY | 13F-HR | 8/14/2025, 10:30 AM | |
| Q2 2024 | 13F-NT | 8/29/2024, 02:05 PM |