| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2016 | 308 | $1.24B | +$40.7M | -$38.2M | +$2.59M | IWR, VEA, IVW, IJR, XOM | 13F-HR | 7/11/2016, 01:36 PM |
| Q1 2016 | 296 | $1.2B | +$33.6M | -$31.3M | +$2.29M | IWR, VEA, IVW, IJR, IVE | 13F-HR | 4/19/2016, 10:33 AM |
| Q4 2015 | 303 | $1.17B | +$38.7M | -$42M | -$3.28M | IWR, VEA, IVW, IJR, IVE | 13F-HR | 1/15/2016, 11:18 AM |
| Q3 2015 | 306 | $1.13B | +$44.4M | -$44.1M | +$251K | IWR, VEA, IVW, LQD, IJR | 13F-HR | 11/16/2015, 11:48 AM |
| Q2 2015 | 310 | $1.21B | +$59.7M | -$55M | +$4.71M | IWR, VEA, IVW, IVE, XOM | 13F-HR | 8/24/2015, 12:46 PM |
| Q1 2015 | 310 | $1.23B | +$32.7M | -$31M | +$1.74M | IWR, IVW, VEA, IVE, XOM | 13F-HR | 5/7/2015, 02:38 PM |
| Q4 2014 | 310 | $1.22B | +$42.6M | -$44.8M | -$2.22M | IWR, IVW, IVE, VEA, XOM | 13F-HR | 1/30/2015, 05:43 PM |
| Q3 2014 | 307 | $1.19B | +$47.6M | -$36.6M | +$11M | IWR, VEA, IVW, IVE, XOM | 13F-HR | 10/29/2014, 05:20 PM |
| Q2 2014 | 302 | $1.2B | +$56.5M | -$31.2M | +$25.3M | IWR, VEA, XOM, IVW, IVE | 13F-HR | 8/1/2014, 12:40 PM |
| Q1 2014 | 293 | $1.16B | +$62M | -$42.9M | +$19.1M | IWR, VEA, XOM, IVW, IVE | 13F-HR | 5/6/2014, 04:55 PM |
| Q4 2013 | 287 | $1.13B | $0 | $0 | IWR, XOM, IVW, IVE, VEA | 13F-HR | 2/7/2014, 09:43 AM |