| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 443 | $1.12B | +$173M | -$109M | +$64.4M | VEA, IVV, AGG, VO, VIG | 13F-HR | 10/29/2024, 07:07 PM |
| Q2 2024 | 396 | $991M | +$58.7M | -$8.6M | +$50.1M | VEA, VBR, IVV, AGG, IJH | 13F-HR | 8/7/2024, 05:57 PM |
| Q1 2024 | 397 | $952M | +$69.6M | -$5.16M | +$64.4M | VEA, VBR, IVV, AGG, IJH | 13F-HR | 5/1/2024, 03:28 PM |
| Q4 2023 | 365 | $878M | +$59.7M | -$21.8M | +$37.8M | VEA, VBR, IVV, AGG, IJH | 13F-HR | 2/1/2024, 03:24 PM |
| Q3 2023 | 338 | $773M | +$27.6M | -$9.1M | +$18.5M | VEA, VBR, AGG, IVV, IJH | 13F-HR | 10/20/2023, 06:51 PM |
| Q2 2023 | 340 | $782M | +$55.1M | -$21.7M | +$33.5M | VEA, VBR, AGG, IVV, IJH | 13F-HR | 7/20/2023, 05:44 PM |
| Q1 2023 | 305 | $725M | +$78.2M | -$3.26M | +$74.9M | VEA, VBR, AGG, IVV, IJH | 13F-HR | 5/1/2023, 06:09 PM |
| Q4 2022 | 225 | $626M | +$49.8M | -$15.6M | +$34.2M | VEA, VBR, AGG, IVV, VIG | 13F-HR | 1/26/2023, 05:40 PM |
| Q3 2022 | 203 | $549M | +$54.6M | -$18.1M | +$36.6M | VBR, VEA, AGG, IVV, VWO | 13F-HR | 11/2/2022, 12:39 PM |
| Q2 2022 | 215 | $553M | +$71.2M | -$17.2M | +$54M | VEA, VBR, AGG, IVV, VIG | 13F-HR | 7/14/2022, 06:09 PM |
| Q1 2022 | 237 | $568M | +$79M | -$13.1M | +$65.9M | VEA, VBR, VIG, IVV, AGG | 13F-HR | 4/15/2022, 05:33 PM |
| Q4 2021 | 219 | $522M | +$71.1M | -$7.63M | +$63.5M | VEA, VBR, VIG, IVV, AGG | 13F-HR | 1/24/2022, 06:39 PM |
| Q3 2021 | 211 | $433M | +$36.3M | -$5.38M | +$30.9M | VEA, VBR, VIG, IVV, AGG | 13F-HR | 10/22/2021, 02:58 PM |
| Q2 2021 | 199 | $411M | +$52.9M | -$4M | +$48.9M | VEA, VBR, VIG, IVV, AGG | 13F-HR | 7/26/2021, 03:40 PM |
| Q1 2021 | 175 | $344M | +$45.4M | -$5.08M | +$40.3M | VEA, VIG, VBR, AGG, IVV | 13F-HR | 4/19/2021, 09:43 PM |
| Q4 2020 | 161 | $291M | +$29M | -$10.8M | +$18.2M | VEA, VIG, VBR, AGG, IVV | 13F-HR | 1/20/2021, 06:32 PM |
| Q3 2020 | 139 | $246M | +$16.3M | -$4.23M | +$12.1M | VEA, VIG, VBR, AGG, ABT | 13F-HR | 10/16/2020, 08:00 PM |
| Q2 2020 | 134 | $221M | +$56.7M | -$16M | +$40.7M | VEA, VIG, VBR, ABT, AGG | 13F-HR | 8/11/2020, 11:57 AM |
| Q1 2020 | 101 | $157M | +$40.5M | -$11.2M | +$29.3M | VEA, VIG, ABT, VWO, IJH | 13F-HR | 4/20/2020, 02:59 PM |
| Q4 2019 | 104 | $158M | +$8.25M | -$1.95M | +$6.3M | VEA, VIG, ABT, IWN, ABBV | 13F-HR | 2/6/2020, 06:31 PM |
| Q3 2019 | 100 | $144M | +$8.44M | -$355K | +$8.08M | VEA, VIG, ABT, IWN, IJH | 13F-HR | 10/28/2019, 02:38 PM |
| Q2 2019 | 94 | $134M | +$4.54M | -$1.23M | +$3.3M | VEA, VIG, ABT, IWN, IJH | 13F-HR | 8/14/2019, 02:15 PM |
| Q1 2019 | 89 | $129M | +$9.43M | -$6.91M | +$2.53M | VEA, VIG, ABT, ABBV, IWN | 13F-HR | 4/19/2019, 02:45 PM |
| Q4 2018 | 81 | $116M | +$12.8M | -$2.03M | +$10.8M | VEA, ABBV, VIG, ABT, KO | 13F-HR | 2/8/2019, 12:28 PM |
| Q3 2018 | 76 | $117M | +$15M | -$2.14M | +$12.8M | VEA, ABBV, ABT, IWN, KO | 13F-HR | 11/2/2018, 01:59 PM |
| Q2 2018 | 76 | $101M | +$6.21M | -$2.94M | +$3.27M | VEA, ABBV, ABT, IWN, KO | 13F-HR | 7/26/2018, 06:23 PM |
| Q1 2018 | 75 | $99M | +$5.53M | -$2.8M | +$2.73M | VEA, ABBV, ABT, KO, IWN | 13F-HR | 5/3/2018, 04:51 PM |
| Q4 2017 | 67 | $98.7M | $0 | $0 | VEA, ABBV, ABT, KO, IWN | 13F-HR | 2/13/2018, 05:58 PM |