| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 284 | $1.93B | +$28.7M | -$40.2M | -$11.5M | VEA, IVV, IJH, DON, EFA | 13F-HR | 8/7/2024, 03:27 PM |
| Q1 2024 | 285 | $1.94B | +$96.8M | -$33.6M | +$63.3M | VEA, IVV, IJH, DON, EFA | 13F-HR | 5/14/2024, 04:35 PM |
| Q4 2023 | 272 | $1.82B | +$16.8M | -$77.8M | -$61M | VEA, IVV, IJH, EFA, DON | 13F-HR | 2/6/2024, 04:02 PM |
| Q3 2023 | 266 | $1.71B | +$65.6M | -$87.4M | -$21.8M | VEA, IVV, IJH, EFA, DON | 13F-HR | 10/10/2023, 03:25 PM |
| Q2 2023 | 271 | $1.85B | +$8.79M | -$131M | -$122M | VEA, IVV, EFA, IJH, DON | 13F-HR | 8/9/2023, 10:55 AM |
| Q1 2023 | 284 | $1.91B | +$15.6M | -$140M | -$124M | VEA, IVV, EFA, IJH, DON | 13F-HR | 5/11/2023, 08:56 AM |
| Q4 2022 | 333 | $1.97B | +$177M | -$35.6M | +$142M | VEA, IVV, XOM, EFA, DON | 13F-HR | 2/14/2023, 11:38 AM |
| Q3 2022 | 284 | $1.65B | +$43.4M | -$9.79M | +$33.6M | VEA, IVV, DON, IJH, PRF | 13F-HR | 11/9/2022, 02:43 PM |
| Q2 2022 | 285 | $1.74B | +$47.8M | -$122M | -$74M | VEA, IVV, DON, IJH, PRF | 13F-HR | 8/12/2022, 06:01 PM |
| Q1 2022 | 341 | $2.09B | +$82.3M | -$33.5M | +$48.8M | VEA, IVV, DON, IJH, XOM | 13F-HR | 5/17/2022, 11:09 AM |
| Q4 2021 | 335 | $2.09B | +$43.4M | -$22.9M | +$20.5M | VEA, IVV, IJH, DON, EFA | 13F-HR | 2/10/2022, 04:10 PM |
| Q3 2021 | 331 | $1.94B | +$34.5M | -$19.1M | +$15.4M | VEA, IVV, IJH, DON, EFA | 13F-HR | 11/3/2021, 03:39 PM |
| Q2 2021 | 331 | $1.95B | +$48.5M | -$30.4M | +$18.1M | VEA, IVV, IJH, DON, EFA | 13F-HR | 8/10/2021, 11:12 AM |
| Q1 2021 | 327 | $1.84B | +$92.3M | -$73.5M | +$18.8M | VEA, IVV, IJH, DON, EFA | 13F-HR | 5/12/2021, 10:20 AM |
| Q4 2020 | 313 | $1.67B | +$43.1M | -$27.8M | +$15.3M | VEA, IVV, IJH, DON, DHS | 13F-HR | 2/11/2021, 12:16 PM |
| Q3 2020 | 291 | $1.45B | +$55.4M | -$16.1M | +$39.3M | VEA, IVV, IJH, DHS, DON | 13F-HR | 11/13/2020, 12:54 PM |
| Q2 2020 | 292 | $1.37B | +$221M | -$183M | +$38.2M | VEA, IVV, DHS, IJH, EFA | 13F-HR | 8/11/2020, 12:50 PM |
| Q1 2020 | 391 | $1.13B | +$46.5M | -$53.9M | -$7.46M | VEA, IVV, DHS, IJH, DON | 13F-HR | 5/11/2020, 11:59 AM |
| Q4 2019 | 416 | $1.53B | +$248M | -$32.5M | +$215M | VEA, IVV, DHS, DON, IJH | 13F-HR | 2/13/2020, 03:37 PM |
| Q3 2019 | 273 | $1.24B | +$29.3M | -$9.46M | +$19.8M | VEA, DHS, IVV, DON, IJH | 13F-HR | 11/8/2019, 04:44 PM |
| Q2 2019 | 267 | $1.22B | +$23.4M | -$15.8M | +$7.66M | VEA, DHS, IVV, DON, IJH | 13F-HR | 8/6/2019, 10:07 AM |
| Q1 2019 | 265 | $1.19B | +$28M | -$28.2M | -$165K | VEA, DHS, IVV, DON, IJH | 13F-HR | 5/9/2019, 02:36 PM |
| Q4 2018 | 262 | $1.06B | +$49.5M | -$44.5M | +$4.94M | VEA, DHS, IVV, IJH, DON | 13F-HR | 2/8/2019, 02:57 PM |
| Q3 2018 | 281 | $1.22B | +$18.8M | -$21.9M | -$3.15M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 11/8/2018, 09:35 AM |
| Q2 2018 | 276 | $1.18B | +$37M | -$61.9M | -$24.9M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 8/7/2018, 02:16 PM |
| Q1 2018 | 268 | $1.18B | +$43.3M | -$47.6M | -$4.29M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 5/4/2018, 09:38 AM |
| Q4 2017 | 271 | $1.22B | +$86.5M | -$37.9M | +$48.6M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 2/2/2018, 05:02 PM |
| Q3 2017 | 267 | $1.16B | +$34.1M | -$25.4M | +$8.72M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 10/27/2017, 03:25 PM |
| Q2 2017 | 250 | $1.12B | +$23.4M | -$33.3M | -$9.89M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 8/15/2017, 09:28 AM |
| Q1 2017 | 245 | $1.1B | +$48.1M | -$41.6M | +$6.48M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 4/28/2017, 11:38 AM |
| Q4 2016 | 260 | $1.07B | +$34.7M | -$19.9M | +$14.8M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 2/7/2017, 12:41 PM |
| Q3 2016 | 248 | $1.03B | +$34.6M | -$13.2M | +$21.5M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 11/10/2016, 02:55 PM |
| Q2 2016 | 251 | $992M | +$63.5M | -$29.8M | +$33.7M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 8/5/2016, 03:50 PM |
| Q1 2016 | 252 | $924M | +$63.1M | -$48.1M | +$15M | DHS, VEA, XOM, IVV, IJH | 13F-HR | 5/4/2016, 11:38 AM |
| Q4 2015 | 253 | $883M | +$29.2M | -$28.7M | +$510K | DHS, VEA, XOM, IVV, IJH | 13F-HR | 1/29/2016, 03:33 PM |
| Q3 2015 | 262 | $850M | +$35.5M | -$19.5M | +$16M | DHS, XOM, VEA, IJH, IVV | 13F-HR | 11/9/2015, 03:07 PM |
| Q2 2015 | 269 | $916M | +$30.3M | -$28.4M | +$1.99M | XOM, DHS, VEA, IJH, IVV | 13F-HR | 8/5/2015, 04:22 PM |
| Q1 2015 | 259 | $932M | +$94M | -$60.6M | +$33.4M | XOM, DHS, IJH, IVV, DON | 13F-HR | 5/6/2015, 12:02 PM |
| Q4 2014 | 273 | $904M | +$33.8M | -$44.3M | -$10.5M | XOM, DHS, IJH, IVV, DON | 13F-HR | 2/4/2015, 10:42 AM |
| Q3 2014 | 280 | $906M | +$33M | -$43.1M | -$10.1M | XOM, DHS, IJH, IVV, DON | 13F-HR | 11/4/2014, 05:45 PM |
| Q2 2014 | 276 | $947M | +$47.2M | -$42.2M | +$5.04M | XOM, IJH, DHS, DON, IVV | 13F-HR | 8/5/2014, 10:55 AM |
| Q1 2014 | 273 | $907M | +$112M | -$28.8M | +$82.9M | XOM, IJH, DON, DHS, IVV | 13F-HR | 5/9/2014, 02:44 PM |
| Q4 2013 | 233 | $815M | $0 | $0 | IJH, XOM, DON, IVV, DHS | 13F-HR | 2/5/2014, 10:27 AM |