| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 442 | $970M | +$52.8M | -$20.8M | +$32M | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 8/14/2024, 04:30 PM |
| Q1 2024 | 428 | $938M | +$72.3M | -$34.3M | +$38M | IVV, VTI, IVE, MDY, AAPL | 13F-HR | 5/10/2024, 05:33 PM |
| Q4 2023 | 410 | $849M | +$84.9M | -$66M | +$18.9M | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 2/13/2024, 12:49 PM |
| Q3 2023 | 382 | $757M | +$37M | -$33M | +$3.99M | IVV, VTI, IVE, AAPL, MDY | Restatement | 11/14/2023, 06:43 PM |
| Q2 2023 | 395 | $785M | +$61.7M | -$39.7M | +$22M | IVV, VTI, AAPL, MDY, IVE | 13F-HR | 8/11/2023, 03:24 PM |
| Q1 2023 | 387 | $736M | +$22.2M | -$30.5M | -$8.21M | IVV, VTI, MDY, AAPL, USMV | 13F-HR | 5/12/2023, 05:15 PM |
| Q4 2022 | 375 | $720M | +$38.6M | -$28.1M | +$10.5M | IVV, VTI, MDY, USMV, IJH | 13F-HR | 2/13/2023, 04:37 PM |
| Q3 2022 | 377 | $659M | +$85.7M | -$30.4M | +$55.3M | IVV, VTI, MDY, AAPL, IJH | 13F-HR | 11/14/2022, 10:41 AM |
| Q2 2022 | 394 | $648M | +$45M | -$28.3M | +$16.8M | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 8/12/2022, 11:53 AM |
| Q1 2022 | 417 | $733M | +$57.6M | -$17.4M | +$40.1M | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 5/12/2022, 09:16 AM |
| Q4 2021 | 423 | $720M | +$30.2M | -$14.9M | +$15.3M | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 2/8/2022, 10:15 AM |
| Q3 2021 | 416 | $655M | +$36.9M | -$29.3M | +$7.56M | VTI, IVV, MDY, IJR, AAPL | 13F-HR | 11/12/2021, 10:13 AM |
| Q2 2021 | 407 | $664M | +$34.2M | -$23.1M | +$11.1M | VTI, IVV, MDY, IJR, AAPL | 13F-HR | 8/10/2021, 03:50 PM |
| Q1 2021 | 392 | $618M | +$65.9M | -$19.6M | +$46.3M | VTI, MDY, IVV, IJR, IVE | 13F-HR | 5/14/2021, 08:32 AM |
| Q4 2020 | 345 | $536M | +$38.4M | -$43.7M | -$5.36M | VTI, MDY, IVV, AAPL, IJR | 13F-HR | 2/16/2021, 11:46 AM |
| Q3 2020 | 324 | $481M | +$50.4M | -$37.9M | +$12.5M | VTI, IVV, MDY, AAPL, USMV | 13F-HR | 11/12/2020, 11:17 AM |
| Q2 2020 | 317 | $453M | +$33.6M | -$21.2M | +$12.4M | VTI, USMV, IVV, MDY, IVE | 13F-HR | 8/10/2020, 01:43 PM |
| Q1 2020 | 298 | $379M | +$24.5M | -$23.2M | +$1.29M | VTI, USMV, MDY, IVV, IVE | 13F-HR | 5/15/2020, 10:22 AM |
| Q4 2019 | 319 | $482M | +$14.2M | -$14.2M | +$43.3K | VTI, MDY, USMV, IVE, IVV | 13F-HR | 2/7/2020, 05:10 PM |
| Q3 2019 | 316 | $452M | +$24.2M | -$20.6M | +$3.59M | VTI, MDY, IVE, USMV, IVV | 13F-HR | 11/7/2019, 09:00 AM |
| Q2 2019 | 318 | $445M | +$33.8M | -$18.1M | +$15.7M | VTI, MDY, IVE, IVV, IJR | 13F-HR | 8/15/2019, 05:21 PM |
| Q1 2019 | 319 | $420M | +$37M | -$25.8M | +$11.2M | VTI, MDY, IVE, IVV, IJR | 13F-HR | 5/7/2019, 01:00 PM |
| Q4 2018 | 322 | $368M | +$22.8M | -$36.3M | -$13.5M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/15/2019, 09:31 AM |
| Q3 2018 | 353 | $430M | +$24.1M | -$8.03M | +$16.1M | VTI, MDY, IJR, IVE, IVV | 13F-HR | 11/15/2018, 03:49 PM |
| Q2 2018 | 340 | $399M | +$36.7M | -$17.2M | +$19.5M | VTI, MDY, IJR, IVE, IVV | 13F-HR | 8/14/2018, 03:33 PM |
| Q1 2018 | 324 | $373M | +$23.3M | -$12.3M | +$11M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 5/14/2018, 08:59 AM |
| Q4 2017 | 303 | $371M | +$20.2M | -$15.9M | +$4.32M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/9/2018, 04:54 PM |
| Q3 2017 | 306 | $352M | +$48.3M | -$5.15M | +$43.2M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 11/2/2017, 01:29 PM |
| Q2 2017 | 244 | $298M | +$22.7M | -$8.13M | +$14.6M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 8/11/2017, 09:32 AM |
| Q1 2017 | 235 | $279M | +$21.1M | -$10.6M | +$10.5M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 5/8/2017, 02:05 PM |
| Q4 2016 | 222 | $262M | +$15.4M | -$5.71M | +$9.71M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/2/2017, 11:23 AM |
| Q3 2016 | 209 | $248M | +$9.57M | -$8.33M | +$1.24M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 11/14/2016, 02:11 PM |
| Q2 2016 | 206 | $241M | +$26.1M | -$23M | +$3.15M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 8/10/2016, 08:50 AM |
| Q1 2016 | 189 | $230M | +$36.3M | -$10.9M | +$25.4M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 5/12/2016, 09:23 AM |
| Q4 2015 | 175 | $201M | +$29.9M | -$15.4M | +$14.6M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/12/2016, 11:29 AM |
| Q3 2015 | 163 | $180M | +$9M | -$7.02M | +$1.98M | VTI, MDY, IVE, IJR, IVV | Restatement | 10/14/2015, 05:25 PM |
| Q2 2015 | 171 | $197M | +$14.6M | -$4.98M | +$9.6M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 7/31/2015, 12:34 PM |
| Q1 2015 | 168 | $189M | +$10.1M | -$10.7M | -$603K | VTI, MDY, IVE, IJR, IVV | 13F-HR | 5/8/2015, 09:52 AM |
| Q4 2014 | 170 | $188M | +$10.5M | -$5.64M | +$4.87M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/10/2015, 03:12 PM |
| Q3 2014 | 160 | $178M | +$25.2M | -$5.12M | +$20M | VTI, MDY, IVE, IVV, IJR | 13F-HR | 11/7/2014, 10:40 AM |
| Q2 2014 | 146 | $165M | +$5.65M | -$14.1M | -$8.49M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 7/24/2014, 02:57 PM |
| Q1 2014 | 147 | $167M | +$10.5M | -$5.18M | +$5.29M | VTI, MDY, IVE, IJR, IVV | 13F-HR | 5/1/2014, 04:34 PM |
| Q4 2013 | 136 | $160M | $0 | $0 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 2/10/2014, 09:55 AM |