Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 198 | $1.67B | +$27.9M | -$9.97M | +$17.9M | IVV, IJH, VEA, IJR, SJNK | 13F-HR | 10/23/2024, 05:11 PM |
Q2 2024 | 191 | $1.57B | +$67M | -$18.1M | +$48.9M | IVV, IJH, VEA, IJR, SJNK | 13F-HR | 7/25/2024, 05:17 PM |
Q1 2024 | 194 | $1.52B | +$159M | -$55.7M | +$103M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 4/25/2024, 12:17 PM |
Q4 2023 | 194 | $1.42B | +$30.1M | -$59.5M | -$29.4M | IVV, IJH, VEA, IJR, SJNK | 13F-HR | 1/22/2024, 05:10 PM |
Q3 2023 | 192 | $1.32B | +$21.7M | -$13M | +$8.72M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 10/23/2023, 08:33 PM |
Q2 2023 | 190 | $1.36B | +$23.3M | -$12.8M | +$10.5M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 7/21/2023, 10:48 AM |
Q1 2023 | 190 | $1.29B | +$47.8M | -$40.9M | +$6.89M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 4/28/2023, 04:46 PM |
Q4 2022 | 182 | $1.22B | +$14.3M | -$52.5M | -$38.2M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 1/27/2023, 07:26 AM |
Q3 2022 | 181 | $1.17B | +$25.8M | -$15.8M | +$9.99M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 10/24/2022, 03:48 PM |
Q2 2022 | 182 | $1.23B | +$78.1M | -$53.8M | +$24.2M | IVV, IJH, VEA, IJR, STIP | 13F-HR | 7/15/2022, 09:57 AM |
Q1 2022 | 190 | $1.39B | +$54M | -$18.8M | +$35.2M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 4/19/2022, 08:33 PM |
Q4 2021 | 195 | $1.43B | +$29.5M | -$25.6M | +$3.86M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 2/7/2022, 08:22 PM |
Q3 2021 | 191 | $1.35B | +$38.6M | -$5.4M | +$33.2M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 11/4/2021, 07:42 PM |
Q2 2021 | 191 | $1.33B | +$47.8M | -$14.5M | +$33.4M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 8/3/2021, 08:51 PM |
Q1 2021 | 181 | $1.23B | +$35.8M | -$24.8M | +$11M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 4/30/2021, 05:11 PM |
Q4 2020 | 174 | $1.16B | +$595M | -$5.42M | +$590M | IVV, VEA, IJH, IJR, TIP | 13F-HR | 2/4/2021, 03:11 PM |
Q3 2020 | 124 | $512M | +$7.1M | -$485M | -$478M | IVV, VEA, IJH, IJR, TIP | 13F-HR | 10/20/2020, 05:00 PM |
Q2 2020 | 155 | $942M | +$52.3M | -$26.2M | +$26.1M | IVV, IJH, VEA, IJR, TIP | 13F-HR | 7/30/2020, 09:41 PM |
Q1 2020 | 143 | $785M | +$38.9M | -$29.2M | +$9.64M | IVV, VEA, IJH, IJR, TIP | 13F-HR | 4/22/2020, 03:05 PM |
Q4 2019 | 159 | $954M | +$41.2M | -$22.1M | +$19.1M | IVV, VEA, IJH, IJR, SJNK | 13F-HR | 1/21/2020, 12:16 PM |
Q3 2019 | 158 | $879M | +$35.7M | -$11.9M | +$23.8M | IVV, VEA, IJH, IJR, SJNK | 13F-HR | 10/18/2019, 01:57 PM |
Q2 2019 | 158 | $851M | +$23M | -$6.95M | +$16.1M | IVV, VEA, IJH, IJR, SJNK | 13F-HR | 7/23/2019, 12:15 PM |
Q1 2019 | 155 | $816M | +$30M | -$12.9M | +$17.1M | IVV, VEA, IJH, IJR, SJNK | 13F-HR | 4/25/2019, 09:45 PM |
Q4 2018 | 145 | $719M | +$71.5M | -$50.6M | +$20.8M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 2/1/2019, 07:48 AM |
Q3 2018 | 148 | $805M | +$22.3M | -$5.77M | +$16.5M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 10/22/2018, 06:52 PM |
Q2 2018 | 135 | $756M | +$30.5M | -$22.7M | +$7.77M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 7/24/2018, 04:56 PM |
Q1 2018 | 127 | $737M | +$32.3M | -$20.5M | +$11.8M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 4/30/2018, 03:34 PM |
Q4 2017 | 127 | $732M | +$13.2M | -$17.5M | -$4.36M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 2/7/2018, 05:45 PM |
Q3 2017 | 135 | $703M | +$31.5M | -$4.27M | +$27.2M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 11/6/2017, 05:22 PM |
Q2 2017 | 130 | $652M | +$14M | -$4.45M | +$9.54M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 8/1/2017, 05:46 PM |
Q1 2017 | 133 | $629M | +$33.5M | -$39.5M | -$6.06M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 5/5/2017, 05:37 PM |
Q4 2016 | 125 | $625M | +$15.5M | -$11.2M | +$4.29M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 1/30/2017, 05:38 PM |
Q3 2016 | 123 | $605M | +$15.7M | -$14.8M | +$855K | IVV, VEA, IJH, IJR, TIP | 13F-HR | 11/2/2016, 03:39 PM |
Q2 2016 | 125 | $587M | +$15.8M | -$5.46M | +$10.4M | IVV, VEA, IJH, IJR, TIP | 13F-HR | 7/28/2016, 09:03 PM |
Q1 2016 | 120 | $565M | +$23.1M | -$8.3M | +$14.8M | IVV, VEA, IJH, IJR, TIP | 13F-HR | 4/22/2016, 06:14 PM |
Q4 2015 | 118 | $544M | +$17.8M | -$8.9M | +$8.86M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 2/8/2016, 11:01 AM |
Q3 2015 | 116 | $516M | +$26.3M | -$9.46M | +$16.8M | IVV, VEA, IJH, IJR, VCSH | 13F-HR | 11/4/2015, 06:23 PM |
Q2 2015 | 109 | $539M | +$25.4M | -$18.9M | +$6.5M | IVV, VEA, IJH, VCSH, SJNK | 13F-HR | 7/27/2015, 08:27 PM |
Q1 2015 | 107 | $534M | +$17.2M | -$18.4M | -$1.21M | IVV, VEA, SJNK, VCSH, IJH | 13F-HR | 5/4/2015, 07:22 PM |
Q4 2014 | 113 | $528M | +$18.2M | -$24.1M | -$5.87M | IVV, VEA, VCSH, SJNK, IJH | 13F-HR | 2/4/2015, 06:46 PM |
Q3 2014 | 105 | $518M | +$19.2M | -$5.73M | +$13.5M | IVV, VEA, SJNK, IWB, VCSH | 13F-HR | 10/28/2014, 11:11 AM |
Q2 2014 | 109 | $512M | +$15M | -$10.8M | +$4.22M | IVV, VEA, SJNK, IWB, IJH | 13F-HR | 8/1/2014, 02:47 PM |
Q1 2014 | 109 | $495M | +$43.9M | -$15.2M | +$28.7M | IVV, VEA, SJNK, IWB, IJH | 13F-HR | 5/6/2014, 06:54 PM |
Q4 2013 | 108 | $464M | $0 | $0 | IVV, VEA, IWB, IJH, VCSH | 13F-HR | 2/4/2014, 04:21 PM |