| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 288 | $2.5B | +$203M | -$21.1M | +$182M | VOO, VEA, VO, VWO, VIG | 13F-HR | 1/31/2025, 10:00 AM |
| Q3 2024 | 291 | $2.37B | +$140M | -$19.6M | +$121M | VOO, VEA, VO, VWO, VIG | 13F-HR | 10/25/2024, 12:59 PM |
| Q2 2024 | 285 | $2.13B | +$152M | -$9.21M | +$143M | VOO, VEA, VO, VWO, VIG | 13F-HR | 8/2/2024, 01:21 PM |
| Q1 2024 | 290 | $1.97B | +$199M | -$14.4M | +$184M | VOO, VEA, VO, VIG, VWO | 13F-HR | 4/22/2024, 11:12 AM |
| Q4 2023 | 280 | $1.66B | +$203M | -$37M | +$166M | VOO, VEA, VIG, VO, VWO | 13F-HR | 1/31/2024, 07:42 PM |
| Q3 2023 | 285 | $1.35B | +$130M | -$1.28B | -$1.15B | VOO, VEA, VIG, BRKB, QQQ | 13F-HR | 11/6/2023, 10:21 AM |
| Q2 2023 | 274 | $2.56B | +$1.39B | -$12.4M | +$1.38B | INTU, VOO, VEA, VIG, QQQ | 13F-HR | 8/9/2023, 12:53 PM |
| Q1 2023 | 271 | $1.11B | +$136M | -$5.3M | +$130M | VOO, VEA, QQQ, BRKB, VO | 13F-HR | 5/15/2023, 10:50 AM |
| Q4 2022 | 262 | $930M | +$137M | -$15.1M | +$122M | VOO, VEA, QQQ, VIG, BRKB | 13F-HR | 2/13/2023, 03:06 PM |
| Q3 2022 | 255 | $2.12B | +$90.7M | -$60.4M | +$30.3M | INTU, VOO, QQQ, VIG, VTI | 13F-HR | 11/4/2022, 09:29 AM |
| Q2 2022 | 260 | $2.14B | +$149M | -$46.1M | +$103M | INTU, QQQ, VOO, VIG, VTI | 13F-HR | 8/9/2022, 01:15 PM |
| Q1 2022 | 275 | $2.51B | +$54M | -$15.7M | +$38.3M | INTU, VOO, MSFT, VIG, SPY | 13F-HR | 5/10/2022, 10:56 AM |
| Q4 2021 | 271 | $3.12B | +$2.5B | -$8.57M | +$2.49B | INTU, VOO, MSFT, SPY, VIG | 13F-HR | 2/10/2022, 10:23 AM |
| Q3 2021 | 265 | $570M | +$34.7M | -$15.4M | +$19.3M | VOO, MSFT, SPY, VIG, VO | 13F-HR | 11/3/2021, 06:48 PM |
| Q2 2021 | 264 | $554M | +$30.5M | -$4.69M | +$25.9M | VOO, MSFT, SPY, VIG, VO | 13F-HR | 8/10/2021, 03:23 PM |
| Q1 2021 | 242 | $496M | +$41.2M | -$7.16M | +$34M | VOO, SPY, MSFT, VIG, VO | 13F-HR | 5/11/2021, 04:44 PM |
| Q4 2020 | 219 | $434M | +$21.2M | -$6.09M | +$15.2M | VOO, SPY, MSFT, VIG, ACN | 13F-HR | 2/10/2021, 06:03 PM |
| Q3 2020 | 207 | $377M | +$23.4M | -$5.06M | +$18.3M | VOO, SPY, MSFT, VIG, AAPL | 13F-HR | 11/10/2020, 06:55 PM |
| Q2 2020 | 198 | $346M | +$20.2M | -$18.1M | +$2.1M | MSFT, SPY, VOO, VIG, ACN | 13F-HR | 8/12/2020, 09:33 AM |
| Q1 2020 | 183 | $297M | +$25.1M | -$10.4M | +$14.7M | SPY, MSFT, VOO, VIG, ACN | 13F-HR | 5/11/2020, 07:40 AM |
| Q4 2019 | 199 | $362M | +$19.2M | -$4.08M | +$15.1M | SPY, MSFT, VOO, VIG, VEU | 13F-HR | 2/12/2020, 10:06 AM |
| Q3 2019 | 194 | $328M | +$11.1M | -$5.32M | +$5.73M | SPY, MSFT, VOO, VIG, VEU | 13F-HR | 11/8/2019, 05:25 PM |
| Q2 2019 | 193 | $322M | +$10.2M | -$6.84M | +$3.37M | SPY, MSFT, VOO, VIG, VEU | 13F-HR | 8/12/2019, 04:11 PM |
| Q1 2019 | 187 | $311M | +$12.4M | -$22.2M | -$9.76M | SPY, VOO, MSFT, VIG, VEU | 13F-HR | 5/13/2019, 09:56 AM |
| Q4 2018 | 178 | $291M | +$42.9M | -$8.13M | +$34.7M | SPY, VIG, VOO, MSFT, VEU | 13F-HR | 2/8/2019, 10:39 AM |
| Q3 2018 | 187 | $297M | +$15.8M | -$7.3M | +$8.46M | SPY, VIG, MSFT, VOO, KO | 13F-HR | 11/9/2018, 10:13 AM |
| Q2 2018 | 170 | $272M | +$19.4M | -$3.36M | +$16M | SPY, VIG, MSFT, VOO, KO | 13F-HR | 8/7/2018, 01:49 PM |
| Q1 2018 | 171 | $257M | +$15.1M | -$5.67M | +$9.43M | SPY, MSFT, VIG, VOO, VEU | 13F-HR | 5/7/2018, 02:47 PM |
| Q4 2017 | 166 | $255M | +$10.1M | -$5.64M | +$4.51M | SPY, VIG, MSFT, VOO, KO | 13F-HR | 2/9/2018, 01:03 PM |
| Q3 2017 | 164 | $237M | +$14.7M | -$1.79M | +$12.9M | SPY, VIG, MSFT, KO, VOO | 13F-HR | 11/13/2017, 11:24 AM |
| Q2 2017 | 152 | $220M | +$10.2M | -$5.6M | +$4.61M | SPY, VIG, MSFT, KO, VOO | 13F-HR | 8/14/2017, 08:51 AM |
| Q1 2017 | 152 | $213M | +$17.3M | -$6.89M | +$10.4M | SPY, MSFT, VIG, KO, VO | 13F-HR | 5/9/2017, 11:34 AM |
| Q4 2016 | 150 | $198M | +$17.7M | -$4.79M | +$12.9M | SPY, VIG, MSFT, KO, VEU | 13F-HR | 2/10/2017, 08:46 AM |
| Q3 2016 | 141 | $183M | +$8.33M | -$1.27M | +$7.06M | SPY, VIG, MSFT, KO, VEU | 13F-HR | 11/10/2016, 03:30 PM |
| Q2 2016 | 135 | $173M | SPY, KO, VIG, MSFT, VEU | 13F-HR | 8/12/2016, 07:21 PM |