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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 264 | $3.63B | +$119M | -$73.2M | +$45.9M | AAPL, AGG, IJR, SDY, MSFT | 13F-HR | 11/14/2025, 04:30 PM |
| Q2 2025 | 252 | $3.41B | +$244M | -$128M | +$116M | AAPL, AGG, SDY, IJR, MSFT | 13F-HR | 8/14/2025, 03:29 PM |
| Q1 2025 | 236 | $3.17B | +$78.4M | -$57.6M | +$20.8M | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 5/15/2025, 01:51 PM |
| Q4 2024 | 229 | $3.2B | +$108M | -$52.5M | +$55.9M | AAPL, AGG, SDY, IJR, IVV | 13F-HR | 2/6/2025, 05:41 PM |
| Q3 2024 | 220 | $3.23B | +$95.9M | -$57.8M | +$38.1M | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 11/25/2024, 01:12 PM |
| Q2 2024 | 199 | $3.03B | +$75.3M | -$98.1M | -$22.8M | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 7/24/2024, 07:06 PM |
| Q1 2024 | 205 | $3.01B | +$250M | -$170M | +$80.3M | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 5/14/2024, 05:15 PM |
| Q4 2023 | 197 | $2.88B | +$222M | -$158M | +$64.1M | AAPL, SCHZ, AGG, SDY, IJR | 13F-HR | 2/13/2024, 06:37 PM |
| Q3 2023 | 191 | $2.57B | +$50.7M | -$40.4M | +$10.3M | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 11/14/2023, 03:58 PM |
| Q2 2023 | 195 | $2.68B | +$39.5M | -$107M | -$67.9M | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 8/11/2023, 02:58 PM |
| Q1 2023 | 204 | $2.64B | +$111M | -$116M | -$5M | AAPL, SPSB, AGG, SDY, IJR | 13F-HR | 5/5/2023, 03:33 PM |
| Q4 2022 | 198 | $2.51B | +$163M | -$152M | +$10.6M | SPSB, SCHZ, AAPL, AGG, SDY | 13F-HR | 2/10/2023, 07:21 PM |
| Q3 2022 | 186 | $2.38B | +$165M | -$104M | +$61.6M | SPSB, AAPL, AGG, SDY, LQDH | 13F-HR | 11/10/2022, 06:54 PM |
| Q2 2022 | 192 | $2.48B | +$249M | -$87M | +$162M | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 7/29/2022, 04:01 PM |
| Q1 2022 | 192 | $2.7B | +$193M | -$148M | +$45.3M | AAPL, AGG, SDY, IJR, LQDH | 13F-HR | 5/11/2022, 08:18 PM |
| Q4 2021 | 198 | $2.83B | +$124M | -$51.1M | +$73M | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 2/3/2022, 07:07 PM |
| Q3 2021 | 172 | $2.58B | +$69.8M | -$74.4M | -$4.57M | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 10/25/2021, 05:14 PM |
| Q2 2021 | 180 | $2.59B | +$91.3M | -$51.3M | +$40M | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 8/13/2021, 05:05 PM |
| Q1 2021 | 176 | $2.42B | +$169M | -$102M | +$67.4M | AGG, AAPL, SDY, IJR, IVV | 13F-HR | 5/5/2021, 04:03 PM |
| Q4 2020 | 161 | $2.3B | +$189M | -$30.6M | +$158M | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 2/10/2021, 08:12 PM |
| Q3 2020 | 142 | $1.98B | +$125M | -$41.5M | +$83.2M | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 11/12/2020, 04:18 PM |
| Q2 2020 | 144 | $1.85B | +$102M | -$119M | -$17.3M | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 8/14/2020, 02:26 PM |
| Q1 2020 | 160 | $1.63B | +$136M | -$159M | -$22.4M | AGG, IVV, SDY, AAPL, STIP | 13F-HR | 5/12/2020, 07:11 PM |
| Q4 2019 | 157 | $1.97B | +$37.7M | -$21.1M | +$16.6M | AGG, IVV, SDY, AAPL, VUG | 13F-HR | 2/12/2020, 03:46 PM |
| Q3 2019 | 140 | $1.85B | +$53.9M | -$40.1M | +$13.8M | AGG, IVV, SDY, VUG, IJR | 13F-HR | 11/12/2019, 06:28 PM |
| Q2 2019 | 556 | $1.82B | +$36.5M | -$57M | -$20.5M | AGG, IVV, SDY, VUG, IJR | 13F-HR | 7/19/2019, 02:37 PM |
| Q1 2019 | 672 | $1.78B | +$116M | -$172M | -$55.8M | AGG, IVV, SDY, VUG, IJR | 13F-HR | 4/30/2019, 07:03 PM |
| Q4 2018 | 498 | $1.66B | +$165M | -$110M | +$55M | SCHZ, IVV, AGG, SDY, VUG | 13F-HR | 2/5/2019, 03:55 PM |
| Q3 2018 | 684 | $1.8B | +$89.6M | -$27.4M | +$62.2M | IVV, AGG, SDY, VUG, AAPL | 13F-HR | 11/7/2018, 02:42 PM |
| Q2 2018 | 502 | $1.67B | +$148M | -$177M | -$29.6M | IVV, AGG, SDY, VUG, IJR | 13F-HR | 7/31/2018, 01:03 PM |
| Q1 2018 | 572 | $1.53B | +$138M | -$261M | -$124M | IVV, AGG, SDY, VUG, IJR | 13F-HR | 4/4/2018, 08:50 PM |
| Q4 2017 | 155 | $1.65B | +$84.7M | -$46.1M | +$38.6M | IVV, AGG, SDY, VUG, IJR | 13F-HR | 2/9/2018, 05:28 PM |
| Q3 2017 | 149 | $1.56B | +$60.4M | -$47M | +$13.3M | IVV, AGG, SDY, VUG, IJR | 13F-HR | 11/9/2017, 04:19 PM |
| Q2 2017 | 152 | $1.5B | +$90M | -$71.3M | +$18.7M | IVV, AGG, SDY, VUG, IJR | 13F-HR | 8/10/2017, 08:04 PM |
| Q1 2017 | 157 | $1.45B | +$120M | -$63.6M | +$55.9M | AGG, IVV, SDY, VUG, IJR | 13F-HR | 5/4/2017, 08:20 PM |
| Q4 2016 | 168 | $1.36B | +$92.5M | -$36M | +$56.5M | AGG, IVV, SDY, IJR, VUG | 13F-HR | 2/1/2017, 11:57 AM |
| Q3 2016 | 159 | $1.29B | +$76.1M | -$22.3M | +$53.9M | AGG, IVV, SDY, IJR, VUG | 13F-HR | 11/14/2016, 02:01 PM |
| Q2 2016 | 148 | $1.21B | +$361M | -$236M | +$125M | AGG, IVV, SDY, IJR, VUG | 13F-HR | 7/25/2016, 04:34 PM |
| Q1 2016 | 127 | $1.04B | $0 | $0 | AGG, IJR, VOO, IVV, IGSB | 13F-HR | 4/20/2016, 09:45 AM | |
| Q4 2015 | 127 | $1.04B | +$258M | -$151M | +$107M | AGG, IJR, VOO, IVV, IGSB | 13F-HR | 1/25/2016, 10:51 AM |
| Q3 2015 | 113 | $900M | +$15.6M | -$521M | -$506M | IJR, IGSB, SCHB, STPZ, SDY | 13F-HR | 10/30/2015, 01:00 PM |
| Q2 2015 | 253 | $1.51B | +$612M | -$19M | +$593M | IJR, SCHB, IGSB, IJH, STPZ | 13F-HR | 10/1/2015, 05:54 PM |
| Q1 2015 | 104 | $923M | +$22.4M | -$93.3M | -$70.8M | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 4/14/2015, 01:38 PM |
| Q4 2014 | 116 | $988M | +$47.8M | -$45.2M | +$2.63M | SCHB, IJR, IGSB, SDY, STPZ | 13F-HR | 1/14/2015, 04:10 PM |
| Q3 2014 | 133 | $956M | +$73.4M | -$69.5M | +$3.88M | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 10/21/2014, 01:12 PM |
| Q2 2014 | 132 | $969M | +$73.7M | -$38.3M | +$35.4M | IGSB, IJR, SDY, STPZ, AAPL | 13F-HR | 7/21/2014, 12:37 PM |
| Q1 2014 | 124 | $934M | +$43.3M | -$43.2M | +$139K | SCHB, IGSB, IJR, STPZ, SDY | 13F-HR | 4/11/2014, 03:27 PM |
| Q4 2013 | 106 | $953M | $0 | $0 | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 1/29/2014, 07:01 PM |