| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 2,298 | $22.6B | +$1.4B | -$1.1B | +$298M | SPY, IVV, VOO, MSFT, AAPL | 13F-HR | 2/14/2025, 04:20 PM |
| Q3 2024 | 2,313 | $22.3B | +$679M | -$1.7B | -$1.02B | SPY, IVV, MSFT, VOO, AAPL | 13F-HR | 11/7/2024, 04:23 PM |
| Q2 2024 | 2,294 | $22.1B | +$1.78B | -$736M | +$1.04B | SPY, IVV, MSFT, VOO, BRKA | 13F-HR | 8/14/2024, 10:37 AM |
| Q1 2024 | 2,267 | $21.2B | +$2.33B | -$569M | +$1.76B | SPY, IVV, MSFT, VOO, BRKA | 13F-HR | 5/13/2024, 01:53 PM |
| Q4 2023 | 2,174 | $17.5B | $0 | $0 | SPY, IVV, AAPL, VOO, MDY | 13F-HR | 2/14/2024, 04:47 PM |