| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 2,382 | $15.8B | +$630M | -$608M | +$21.7M | MSFT, NVDA, IVV, VUG, SPY | 13F-HR | 1/31/2025, 10:54 AM |
| Q3 2024 | 2,363 | $15.1B | +$2.37B | -$2.08B | +$291M | NVDA, MSFT, IVV, VUG, SPY | 13F-HR | 11/25/2024, 09:37 AM |
| Q2 2024 | 2,329 | $13.4B | $0 | $0 | AAPL, MSFT, IVV, VUG, AMZN | 13F-HR | 9/5/2024, 10:00 AM |