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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 299 | $943,549,966 | +$38,094,376 | -$28,083,197 | +$10,011,179 | MSFT, AAPL, JNJ, SPY, VEA | 13F-HR | 12 Nov 2025, 10:47 |
| Q2 2025 | 296 | $865,998,953 | +$33,291,047 | -$34,350,934 | -$1,059,887 | MSFT, AAPL, JNJ, VEA, SPY | 13F-HR | 12 Aug 2025, 13:09 |
| Q1 2025 | 300 | $824,870,409 | +$29,168,784 | -$40,734,044 | -$11,565,260 | AAPL, MSFT, JNJ, VEA, SPY | 13F-HR | 09 May 2025, 09:22 |
| Q4 2024 | 300 | $846,613,670 | +$92,572,832 | -$39,196,567 | +$53,376,265 | AAPL, MSFT, JNJ, VEA, GOOG | 13F-HR | 13 Feb 2025, 12:37 |
| Q2 2024 | 283 | $755,829,047 | +$20,560,224 | -$12,401,351 | +$8,158,873 | MSFT, AAPL, VEA, GOOG, QCOM | 13F-HR | 12 Aug 2024, 10:42 |
| Q1 2024 | 285 | $744,213,892 | +$22,577,069 | -$31,642,882 | -$9,065,813 | MSFT, AAPL, VEA, GOOG, ABBV | 13F-HR | 10 May 2024, 12:08 |
| Q4 2023 | 269 | $708,037,794 | +$23,958,262 | -$14,312,065 | +$9,646,197 | MSFT, AAPL, VEA, GOOG, ABBV | 13F-HR | 09 Feb 2024, 10:27 |
| Q3 2023 | 265 | $638,617,096 | +$8,718,171 | -$24,284,319 | -$15,566,148 | AAPL, MSFT, VEA, GOOG, ABBV | 13F-HR | 08 Nov 2023, 13:34 |
| Q2 2023 | 263 | $681,354,342 | +$33,863,954 | -$14,912,027 | +$18,951,927 | AAPL, MSFT, VEA, HD, GOOG | 13F-HR | 11 Aug 2023, 15:21 |
| Q1 2023 | 238 | $634,034,100 | +$7,471,002 | -$6,775,521 | +$695,481 | AAPL, MSFT, VEA, ABBV, HD | 13F-HR | 12 May 2023, 14:02 |
| Q4 2022 | 236 | $612,053,743 | +$22,144,204 | -$18,195,265 | +$3,948,939 | AAPL, MSFT, VEA, ABBV, HD | 13F-HR | 10 Feb 2023, 09:49 |
| Q3 2022 | 227 | $557,434,000 | +$32,714,152 | -$17,536,554 | +$15,177,598 | AAPL, MSFT, VEA, UNH, HD | 13F-HR | 10 Nov 2022, 14:43 |
| Q2 2022 | 235 | $592,639,203 | +$35,601,889 | -$18,466,107 | +$17,135,782 | AAPL, MSFT, VEA, ABBV, UNH | 13F-HR | 11 Aug 2022, 10:42 |
| Q1 2022 | 242 | $696,359,249 | +$18,232,055 | -$40,219,052 | -$21,986,997 | AAPL, MSFT, VEA, GOOG, ABBV | 13F-HR | 11 May 2022, 11:11 |
| Q4 2021 | 243 | $777,818,294 | +$24,570,953 | -$16,532,553 | +$8,038,400 | AAPL, MSFT, VEA, HD, DHR | 13F-HR | 09 Feb 2022, 09:37 |
| Q3 2021 | 238 | $708,911,000 | +$26,164,883 | -$15,752,259 | +$10,412,624 | MSFT, AAPL, VEA, DHR, VWO | 13F-HR | 09 Nov 2021, 12:05 |
| Q2 2021 | 241 | $697,913,000 | +$35,138,064 | -$18,644,920 | +$16,493,144 | VEA, MSFT, AAPL, VWO, HD | 13F-HR | 09 Aug 2021, 11:23 |
| Q1 2021 | 230 | $654,174,000 | +$21,621,347 | -$18,143,408 | +$3,477,939 | VEA, AAPL, MSFT, VWO, HD | 13F-HR | 12 May 2021, 13:14 |
| Q4 2020 | 224 | $615,806,000 | +$30,208,673 | -$9,893,203 | +$20,315,470 | AAPL, VEA, MSFT, VWO, PAYC | 13F-HR | 11 Feb 2021, 11:42 |
| Q3 2020 | 205 | $535,384,000 | +$31,562,308 | -$18,746,403 | +$12,815,905 | AAPL, VEA, MSFT, VWO, DHR | 13F-HR | 13 Nov 2020, 09:40 |
| Q2 2020 | 198 | $509,385,000 | +$55,525,951 | -$20,309,090 | +$35,216,861 | MSFT, VEA, AAPL, VWO, DHR | 13F-HR | 04 Aug 2020, 09:39 |
| Q1 2020 | 174 | $400,721,000 | +$26,512,816 | -$14,227,198 | +$12,285,618 | VEA, MSFT, AAPL, VWO, PAYC | 13F-HR | 11 May 2020, 11:06 |
| Q4 2019 | 192 | $500,322,000 | +$15,957,704 | -$8,850,300 | +$7,107,404 | VEA, MSFT, AAPL, VWO, PAYC | 13F-HR | 11 Feb 2020, 15:22 |
| Q3 2019 | 185 | $462,629,000 | +$19,478,649 | -$6,049,226 | +$13,429,423 | VEA, MSFT, VWO, AAPL, PAYC | 13F-HR | 12 Nov 2019, 10:13 |
| Q2 2019 | 181 | $449,858,000 | +$9,321,054 | -$6,134,035 | +$3,187,019 | VEA, MSFT, VWO, AAPL, PAYC | 13F-HR | 13 Aug 2019, 11:07 |
| Q1 2019 | 175 | $432,864,000 | +$179,397,743 | -$5,124,002 | +$174,273,741 | VEA, MSFT, VWO, AAPL, JNJ | 13F-HR | 15 May 2019, 12:59 |
| Q4 2018 | 425 | $242,364,000 | +$8,522,969 | -$7,689,501 | +$833,468 | VEA, VWO, MSFT, AAPL, TIP | 13F-HR | 18 Jan 2019, 10:25 |
| Q3 2018 | 410 | $278,747,000 | +$2,201,358 | -$4,075,787 | -$1,874,429 | VEA, VWO, AAPL, MSFT, TIP | 13F-HR | 14 Nov 2018, 08:32 |
| Q2 2018 | 389 | $266,047,000 | +$4,590,768 | -$2,841,688 | +$1,749,080 | VEA, VWO, AAPL, MSFT, TIP | 13F-HR | 15 Aug 2018, 14:34 |
| Q1 2018 | 362 | $267,566,000 | +$4,482,631 | -$9,337,474 | -$4,854,843 | VEA, VWO, AAPL, TIP, SCZ | 13F-HR | 14 May 2018, 15:33 |
| Q4 2017 | 380 | $278,375,000 | +$3,112,468 | -$8,996,886 | -$5,884,418 | VEA, VWO, AAPL, TIP, SCZ | 13F-HR | 12 Feb 2018, 15:29 |
| Q3 2017 | 364 | $271,941,000 | +$9,882,239 | -$6,281,227 | +$3,601,012 | VEA, VWO, AAPL, TIP, SCZ | 13F-HR | 13 Nov 2017, 16:48 |
| Q2 2017 | 307 | $259,374,000 | +$5,886,117 | -$12,537,529 | -$6,651,412 | VEA, VWO, TIP, AAPL, SCZ | 13F-HR | 09 Aug 2017, 17:12 |
| Q1 2017 | 324 | $262,392,000 | $0 | VEA, VWO, TIP, AAPL, SCZ | 13F-HR | 08 May 2017, 17:05 |