| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 448 | $1.2B | +$63.8M | -$248M | -$184M | IVV, BIV, IWB, IUSB, EFA | 13F-HR | 10/26/2023, 01:27 PM |
| Q2 2023 | 472 | $1.44B | +$76.5M | -$73.9M | +$2.58M | IVV, IWB, IUSB, BIV, SHV | 13F-HR | 8/4/2023, 02:57 PM |
| Q1 2023 | 471 | $1.38B | +$105M | -$177M | -$71.7M | IVV, BIV, IUSB, IWB, SHV | 13F-HR | 4/27/2023, 01:19 PM |
| Q4 2022 | 1,510 | $1.4B | +$172M | -$85.7M | +$86.2M | IVV, BIV, IWB, IUSB, EFA | 13F-HR | 2/10/2023, 04:12 PM |
| Q3 2022 | 427 | $1.21B | +$65.9M | -$94.2M | -$28.4M | IVV, IWB, BIV, IUSB, SHV | 13F-HR | 11/7/2022, 06:41 PM |
| Q2 2022 | 460 | $1.32B | +$140M | -$109M | +$31.4M | IVV, IWB, SHV, BIV, IUSB | 13F-HR | 7/19/2022, 02:58 PM |
| Q1 2022 | 491 | $1.49B | +$137M | -$128M | +$9.38M | IVV, IWB, EFA, SHV, IUSB | 13F-HR | 4/28/2022, 12:50 PM |
| Q4 2021 | 497 | $1.56B | +$130M | -$76.6M | +$53.2M | IVV, IWB, EFA, SHV, TIP | 13F-HR | 2/10/2022, 11:53 AM |
| Q3 2021 | 490 | $1.41B | +$144M | -$48.8M | +$95M | IVV, IWB, EFA, BIV, DFAC | 13F-HR | 11/10/2021, 03:29 PM |
| Q2 2021 | 472 | $1.33B | +$144M | -$192M | -$47.1M | IVV, IWB, EFA, BIV, DFAC | 13F-HR | 8/11/2021, 05:10 PM |
| Q1 2021 | 503 | $1.31B | +$144M | -$131M | +$13M | IVV, SHY, IWB, EFA, BIV | 13F-HR | 5/12/2021, 10:47 AM |
| Q4 2020 | 477 | $1.25B | +$86.8M | -$49.6M | +$37.2M | IVV, SHY, EFA, IWB, BIV | 13F-HR | 2/9/2021, 05:18 PM |
| Q3 2020 | 453 | $1.12B | +$93.4M | -$87.2M | +$6.2M | SHY, IVV, EFA, BIV, IWB | 13F-HR | 11/4/2020, 01:34 PM |
| Q2 2020 | 433 | $1.06B | +$171M | -$141M | +$29.3M | SHY, IVV, IWB, EFA, BIV | 13F-HR | 7/17/2020, 11:52 AM |
| Q1 2020 | 410 | $888M | +$135M | -$116M | +$18.5M | IVV, IWB, EFA, BIV, SHV | 13F-HR | 4/16/2020, 02:19 PM |
| Q4 2019 | 439 | $1.05B | +$101M | -$124M | -$23.7M | IVV, EFA, BIV, IWB, SHV | 13F-HR | 2/11/2020, 02:19 PM |
| Q3 2019 | 413 | $969M | $0 | $0 | IVV, EFA, IWB, SHV, USMV | New Holdings | 10/15/2019, 04:59 PM | |
| Q3 2019 | 571 | $1.02B | +$143M | -$77.6M | +$65.4M | IVV, EFA, IWB, SHV, USMV | 13F-HR | 10/15/2019, 04:22 PM |
| Q2 2019 | 413 | $941M | +$109M | -$81.7M | +$27.4M | IVV, EFA, SHV, BIV, USMV | 13F-HR | 8/9/2019, 02:32 PM |
| Q1 2019 | 419 | $891M | $0 | $0 | IVV, EFA, SHV, BIV, NEAR | 13F-HR | 5/7/2019, 10:18 AM |