| 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 | 61 | $651M | +$23.5M | -$5.07M | +$18.5M | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 2/6/2025, 10:38 AM |
| Q3 2024 | 58 | $657M | +$3.29M | -$5.13M | -$1.84M | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 11/12/2024, 09:41 AM |
| Q2 2024 | 58 | $618M | +$6.19M | -$4.03M | +$2.17M | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 7/25/2024, 11:01 AM |
| Q1 2024 | 49 | $609M | +$59.1M | -$9.51M | +$49.6M | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 4/17/2024, 10:44 AM |
| Q4 2023 | 49 | $571M | +$4.02M | -$4.58M | -$566K | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 1/23/2024, 02:14 PM |
| Q3 2023 | 46 | $516M | +$2.71M | -$6.97M | -$4.26M | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 10/17/2023, 05:04 PM |
| Q2 2023 | 45 | $544M | +$2M | -$2.71M | -$706K | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 7/18/2023, 01:43 PM |
| Q1 2023 | 47 | $514M | +$6.86M | -$69.7M | -$62.8M | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 5/4/2023, 12:25 PM |
| Q4 2022 | 46 | $549M | +$77.5M | -$53.4M | +$24M | IVV, NEAR, IJH, VEA, JPUS | 13F-HR | 1/19/2023, 03:11 PM |
| Q3 2022 | 41 | $480M | +$9.71M | -$27.7M | -$18M | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 10/12/2022, 02:42 PM |
| Q2 2022 | 45 | $531M | +$27.3M | -$32.3M | -$4.96M | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 7/20/2022, 10:45 AM |
| Q1 2022 | 46 | $626M | +$39.3M | -$20.2M | +$19.1M | IVV, VEA, IJH, JPUS, IJR | 13F-HR | 4/28/2022, 12:52 PM |
| Q4 2021 | 47 | $648M | +$3.42M | -$8.69M | -$5.27M | IVV, VEA, IJH, JPUS, IJR | 13F-HR | 1/25/2022, 01:53 PM |
| Q3 2021 | 45 | $607M | +$16.4M | -$13.1M | +$3.36M | IVV, VEA, IJH, JPUS, IJR | Restatement | 11/10/2021, 01:28 PM |
| Q2 2021 | 44 | $612M | +$29.7M | -$52.6M | -$22.9M | IVV, VEA, IJH, JPUS, VWO | 13F-HR | 7/15/2021, 04:09 PM |
| Q1 2021 | 46 | $600M | +$36.5M | -$31.9M | +$4.52M | IVV, VEA, IJH, JPUS, BND | 13F-HR | 4/14/2021, 04:59 PM |
| Q4 2020 | 43 | $564M | +$16.8M | -$54.8M | -$38M | IVV, VEA, VIG, IJH, BND | 13F-HR | 1/29/2021, 01:08 PM |
| Q3 2020 | 45 | $533M | +$83.7M | -$72.7M | +$11M | IVV, VEA, VIG, BND, IJH | 13F-HR | 10/14/2020, 04:52 PM |
| Q2 2020 | 44 | $494M | +$20.8M | -$29.9M | -$9.13M | IVV, VEA, VIG, SCHX, SCHF | 13F-HR | 7/24/2020, 09:47 AM |
| Q1 2020 | 42 | $431M | +$20.6M | -$61.2M | -$40.6M | IVV, VEA, VIG, BND, SCHX | 13F-HR | 5/4/2020, 12:32 PM |
| Q4 2019 | 51 | $573M | +$22.9M | -$26.7M | -$3.89M | IVV, VEA, FTSM, VIG, BND | 13F-HR | 1/27/2020, 04:39 PM |
| Q3 2019 | 50 | $547M | +$3.21M | -$7M | -$3.79M | IVV, FTSM, VEA, VIG, BND | 13F-HR | 10/16/2019, 03:51 PM |
| Q2 2019 | 51 | $547M | +$2.93M | -$16.1M | -$13.1M | IVV, FTSM, VEA, VIG, BND | 13F-HR | 7/24/2019, 01:40 PM |
| Q1 2019 | 45 | $547M | +$75.8M | -$61.4M | +$14.4M | IVV, FTSM, VEA, VIG, BND | 13F-HR | 5/6/2019, 10:09 AM |
| Q4 2018 | 48 | $479M | +$2.43M | -$35.5M | -$33.1M | IVV, VEA, VIG, BND, SCHX | 13F-HR | 2/7/2019, 10:06 AM |
| Q3 2018 | 50 | $585M | +$6.39M | -$8.89M | -$2.5M | IVV, VEA, VIG, SCHB, SCHX | 13F-HR | 10/29/2018, 12:02 PM |
| Q2 2018 | 50 | $562M | +$26.6M | -$19.1M | +$7.56M | IVV, VEA, VIG, SCHB, BND | 13F-HR | 7/26/2018, 11:49 AM |
| Q1 2018 | 37 | $550M | +$40.1M | -$43.8M | -$3.74M | IVV, VEA, VIG, SCHB, BND | 13F-HR | 5/1/2018, 02:48 PM |
| Q4 2017 | 54 | $560M | +$7.55M | -$10.5M | -$2.99M | IVV, VEA, VIG, SCHB, BND | 13F-HR | 2/2/2018, 12:04 PM |
| Q3 2017 | 53 | $538M | +$1.97M | -$7.34M | -$5.37M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 10/19/2017, 01:46 PM |
| Q2 2017 | 52 | $524M | +$4.52M | -$10.5M | -$5.96M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 7/31/2017, 10:02 AM |
| Q1 2017 | 55 | $516M | +$20.7M | -$4.36M | +$16.4M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 5/3/2017, 03:07 PM |
| Q4 2016 | 52 | $484M | +$19.6M | -$9.31M | +$10.3M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 2/1/2017, 09:34 AM |
| Q3 2016 | 50 | $467M | +$1.22M | -$10.1M | -$8.9M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 10/25/2016, 02:18 PM |
| Q2 2016 | 52 | $459M | +$7.45M | -$7.87M | -$417K | IVV, VEA, SCHB, VIG, BND | 13F-HR | 8/2/2016, 11:18 AM |
| Q1 2016 | 51 | $453M | +$85.9M | -$67.9M | +$17.9M | IVV, VEA, SCHB, VIG, BND | 13F-HR | 5/4/2016, 02:04 PM |
| Q4 2015 | 55 | $430M | +$22.3M | -$15.3M | +$7M | SCHB, IVV, VIG, VXUS, VEA | 13F-HR | 1/26/2016, 10:51 AM |
| Q3 2015 | 46 | $407M | +$17.6M | -$46.9M | -$29.3M | SCHB, IVV, VXUS, VIG, VEA | 13F-HR | 10/23/2015, 10:31 AM |
| Q2 2015 | 45 | $474M | +$44.2M | -$8.05M | +$36.1M | SCHB, IVV, VXUS, VIG, IJH | 13F-HR | 7/30/2015, 11:22 AM |
| Q1 2015 | 44 | $441M | +$9.97M | -$41.8M | -$31.8M | SCHB, IVV, VXUS, VIG, IJH | 13F-HR | 4/30/2015, 03:01 PM |
| Q4 2014 | 47 | $466M | +$57.4M | -$7.78M | +$49.7M | SCHB, VXUS, IVV, VIG, IJH | 13F-HR | 1/30/2015, 02:53 PM |
| Q3 2014 | 47 | $407M | +$12M | -$2.98M | +$9.05M | SCHB, VXUS, IVV, VIG, VUG | 13F-HR | 11/13/2014, 11:40 AM |
| Q2 2014 | 47 | $405M | +$62.7M | -$14.2M | +$48.5M | SCHB, VXUS, IVV, VIG, VUG | 13F-HR | 8/11/2014, 10:35 AM |
| Q1 2014 | 44 | $342M | +$23.5M | -$15.5M | +$8.02M | SCHB, VXUS, VIG, VUG, SCHM | 13F-HR | 4/30/2014, 01:32 PM |
| Q4 2013 | 39 | $328M | $0 | $0 | SCHB, VXUS, VIG, VUG, IWV | 13F-HR | 1/16/2014, 04:08 PM |