| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 229 | $1.81B | +$42.3M | -$597M | -$555M | VEA, VUG, IVV, SPY, VTI | 13F-HR | 2/13/2025, 11:25 AM |
| Q3 2024 | 236 | $2.39B | +$147M | -$60.6M | +$86.6M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 11/12/2024, 03:28 PM |
| Q2 2024 | 235 | $2.18B | +$158M | -$55.5M | +$103M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 8/14/2024, 03:35 PM |
| Q1 2024 | 250 | $2.05B | +$102M | -$44.5M | +$57M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 5/14/2024, 03:12 PM |
| Q4 2023 | 229 | $1.87B | +$63.2M | -$110M | -$47.3M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 2/14/2024, 03:32 PM |
| Q3 2023 | 230 | $1.74B | +$31M | -$39.1M | -$8.12M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 11/13/2023, 06:30 PM |
| Q2 2023 | 240 | $1.82B | +$47.5M | -$48.4M | -$849K | VTI, VEA, IVV, VUG, SPY | 13F-HR | 8/9/2023, 05:38 PM |
| Q1 2023 | 246 | $1.72B | +$62.9M | -$65.3M | -$2.4M | VTI, VEA, IVV, VUG, SPY | 13F-HR | 5/10/2023, 03:26 PM |
| Q4 2022 | 247 | $1.63B | +$89.5M | -$50.8M | +$38.8M | VTI, VEA, IVV, SPY, VTV | 13F-HR | 1/30/2023, 02:42 PM |
| Q3 2022 | 241 | $1.47B | +$77.4M | -$60.2M | +$17.3M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 11/9/2022, 03:14 PM |
| Q2 2022 | 234 | $1.57B | +$76.7M | -$56.7M | +$19.9M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 8/10/2022, 08:56 PM |
| Q1 2022 | 253 | $1.82B | +$55.1M | -$62.3M | -$7.22M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 5/12/2022, 08:26 PM |
| Q4 2021 | 256 | $1.93B | +$76.2M | -$65.4M | +$10.8M | VTI, IVV, VEA, VUG, SPY | 13F-HR | 2/11/2022, 02:42 PM |
| Q3 2021 | 259 | $1.79B | +$80.4M | -$54.1M | +$26.3M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 11/8/2021, 03:54 PM |
| Q2 2021 | 255 | $1.79B | +$62.6M | -$51.3M | +$11.3M | VTI, IVV, VEA, SPY, VUG | 13F-HR | 7/22/2021, 05:00 PM |
| Q1 2021 | 261 | $1.67B | +$72M | -$37.9M | +$34M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 5/12/2021, 09:54 PM |
| Q4 2020 | 254 | $1.55B | +$101M | -$83.8M | +$16.8M | VTI, VEA, IVV, SPY, VUG | 13F-HR | 2/9/2021, 07:45 PM |
| Q3 2020 | 252 | $1.38B | +$86.3M | -$91.4M | -$5.12M | VTI, VEA, SPY, IVV, VUG | 13F-HR | 11/12/2020, 07:26 PM |
| Q2 2020 | 280 | $1.31B | +$89.1M | -$124M | -$35.1M | VTI, VEA, SPY, IVV, VTV | 13F-HR | 8/14/2020, 03:29 PM |
| Q1 2020 | 298 | $1.14B | +$50.4M | -$72.8M | -$22.4M | VTI, VEA, SPY, IVV, IXUS | 13F-HR | 5/13/2020, 03:44 PM |
| Q4 2019 | 322 | $1.46B | +$64.7M | -$59.8M | +$4.82M | VTI, VEA, SPY, IVV, VTV | 13F-HR | 2/12/2020, 04:04 PM |
| Q3 2019 | 321 | $1.35B | +$45.5M | -$44.5M | +$1.04M | VTI, VEA, SPY, IVV, VTV | Restatement | 4/30/2020, 05:03 PM |
| Q2 2019 | 319 | $1.34B | +$43.7M | -$50.3M | -$6.61M | VTI, VEA, SPY, IXUS, IVV | Restatement | 4/30/2020, 05:13 PM |
| Q1 2019 | 310 | $1.31B | +$77.1M | -$53.7M | +$23.4M | VTI, VEA, SPY, IXUS, IVV | Restatement | 4/30/2020, 05:21 PM |
| Q4 2018 | 314 | $1.16B | +$95.2M | -$76.2M | +$18.9M | VTI, VEA, SPY, IXUS, IVV | Restatement | 5/6/2020, 04:34 PM |
| Q3 2018 | 320 | $1.3B | +$60.5M | -$33.8M | +$26.8M | VTI, VEA, IVV, SPY, VTV | Restatement | 5/6/2020, 04:24 PM |
| Q2 2018 | 323 | $1.21B | +$58.9M | -$60.1M | -$1.15M | VTI, VEA, SPY, IVV, VTV | Restatement | 5/6/2020, 04:18 PM |
| Q1 2018 | 324 | $1.2B | +$61.9M | -$66.7M | -$4.74M | VTI, VEA, SPY, VTV, IVV | Restatement | 4/30/2020, 05:47 PM |
| Q4 2017 | 317 | $1.22B | +$56.3M | -$74.2M | -$18M | VTI, VEA, SPY, VTV, VUG | Restatement | 5/5/2020, 08:43 PM |
| Q3 2017 | 306 | $1.18B | +$59.8M | -$63.2M | -$3.38M | VTI, VEA, SPY, VTV, VUG | 13F-HR | 11/2/2017, 06:04 PM |
| Q2 2017 | 301 | $1.14B | +$63.9M | -$59.5M | +$4.41M | VTI, SPY, VEA, VTV, VUG | 13F-HR | 8/11/2017, 08:42 PM |
| Q1 2017 | 292 | $1.11B | +$107M | -$124M | -$17.2M | VTI, SPY, VEA, VTV, IVV | 13F-HR | 5/10/2017, 05:17 PM |
| Q4 2016 | 288 | $1.08B | +$66.1M | -$88.4M | -$22.4M | VTI, SPY, VTV, VEA, VUG | 13F-HR | 2/9/2017, 08:09 PM |
| Q3 2016 | 323 | $1.08B | +$187M | -$48.1M | +$139M | VTI, SPY, VTV, VUG, VEA | 13F-HR | 11/2/2016, 03:58 PM |
| Q2 2016 | 312 | $928M | +$37M | -$60.8M | -$23.8M | VTI, SPY, VTV, VUG, IXUS | 13F-HR | 7/29/2016, 08:14 PM |
| Q1 2016 | 321 | $930M | +$224M | -$182M | +$42.4M | VTI, SPY, VTV, VUG, IXUS | 13F-HR | 4/26/2016, 03:06 PM |
| Q4 2015 | 365 | $870M | +$79M | -$111M | -$32.2M | SPY, VTI, VEA, AAPL, JNJ | 13F-HR | 2/5/2016, 03:37 PM |
| Q3 2015 | 366 | $861M | +$73.7M | -$106M | -$32.5M | SPY, VTI, AAPL, VXUS, BND | 13F-HR | 11/2/2015, 09:03 PM |
| Q2 2015 | 352 | $961M | +$46.9M | -$101M | -$53.8M | SPY, VTI, BND, AAPL, VEA | 13F-HR | 7/24/2015, 02:49 PM |
| Q1 2015 | 359 | $1.03B | +$90.9M | -$138M | -$47M | SPY, BND, VTI, AAPL, VEA | 13F-HR | 4/30/2015, 08:30 PM |
| Q4 2014 | 363 | $1.07B | +$62M | -$86.9M | -$24.9M | SPY, BND, VTI, EFA, AAPL | 13F-HR | 1/30/2015, 07:04 PM |
| Q3 2014 | 368 | $1.07B | +$85.7M | -$63.8M | +$22M | SPY, BND, VTI, EFA, JNJ | 13F-HR | 11/12/2014, 07:35 PM |
| Q2 2014 | 351 | $1.06B | +$122M | -$90.7M | +$31.3M | SPY, BND, VTI, JNJ, EFA | 13F-HR | 7/17/2014, 03:36 PM |
| Q1 2014 | 344 | $1B | +$68.8M | -$71.2M | -$2.42M | SPY, BND, VTI, JNJ, VZ | 13F-HR | 4/18/2014, 06:55 PM |
| Q4 2013 | 340 | $992M | $0 | $0 | SPY, BND, VTI, JNJ, VEA | 13F-HR | 1/24/2014, 03:46 PM |