Showing 694 results

Adviser
Type
Submitted
Adviser GOLDMAN SACHS & CO. LLC Type MA/A Submitted
05/15/2025
Adviser UNITED CAPITAL FINANCIAL ADVISORS, LLC Type 13F-HR Submitted
05/13/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922908363 Stock NameVANGUARD S&P 500 ETF $ Position$845.7 b % Position7.00 % $ Change-5.00 % # Shares1,645,585 # Change-1.00 %
Stock Ticker464287200 Stock NameISHARES CORE S&P 500 ETF $ Position$553.4 b % Position5.00 % $ Change-3.00 % # Shares984,859 # Change2.00 %
Stock Ticker921937827 Stock NameVANGUARD SHORT-TERM BOND ETF $ Position$385.0 b % Position3.00 % $ Change-4.00 % # Shares4,917,718 # Change-5.00 %
Stock Ticker037833100 Stock NameAPPLE INC. $ Position$326.4 b % Position3.00 % $ Change-10.00 % # Shares1,469,502 # Change2.00 %
Stock Ticker46432F842 Stock NameISHARES CORE MSCI EAFE ETF $ Position$359.1 b % Position3.00 % $ Change17.00 % # Shares4,747,245 # Change9.00 %
Adviser GOLDMAN SACHS & CO. LLC Type 13F-NT Submitted
05/09/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 13F-NT Submitted
05/09/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type SCHEDULE 13G/A Submitted
05/09/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
05/08/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
05/08/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
05/07/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
05/07/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
04/29/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
04/28/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I Submitted
04/25/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 40-APP/A Submitted
04/25/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 40-APP/A Submitted
04/25/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 40-APP Submitted
04/23/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 40-APP/A Submitted
04/10/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
04/10/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
04/10/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
04/09/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I Submitted
04/04/2025
Adviser GOLDMAN SACHS ASSET MANAGEMENT, L.P. Type 40-APP/A Submitted
04/04/2025
Adviser GOLDMAN SACHS & CO. LLC /TA Type TA-2 Submitted
03/28/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
03/24/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
03/24/2025
Adviser GOLDMAN SACHS & CO. LLC Type MA-I/A Submitted
03/24/2025