Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 646 | $13.2B | +$7.06B | -$4.17B | +$2.9B | VOO, GD, GOOGL, AMZN, BRO | 13F-HR | 8/14/2025, 05:02 PM |
Q1 2025 | 568 | $9.71B | +$5.94B | -$4.32B | +$1.63B | VOO, GD, SCHW, LRCX, AMZN | 13F-HR | 5/15/2025, 05:00 PM |
Q4 2024 | 569 | $8.16B | $0 | $0 | IVV, GOOGL, XOM, ROST, BDX | 13F-HR | 2/14/2025, 05:00 PM |