| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 117 | $2.93B | +$80.7M | -$21.5M | +$59.3M | VOO, VO, VEA, SCHX, DFSV | 13F-HR | 10/22/2024, 03:42 PM |
| Q2 2024 | 117 | $2.68B | +$60.3M | -$22.2M | +$38M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 7/30/2024, 05:16 PM |
| Q1 2024 | 118 | $2.62B | +$86.5M | -$18.5M | +$67.9M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 4/30/2024, 11:15 AM |
| Q4 2023 | 119 | $2.38B | +$107M | -$22M | +$84.7M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 2/1/2024, 05:32 PM |
| Q3 2023 | 109 | $2.07B | +$49.5M | -$21.7M | +$27.7M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 10/31/2023, 03:16 PM |
| Q2 2023 | 111 | $2.13B | +$68.8M | -$12.1M | +$56.8M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 7/25/2023, 12:09 PM |
| Q1 2023 | 107 | $1.97B | +$66.4M | -$18.1M | +$48.3M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 4/12/2023, 01:44 PM |
| Q4 2022 | 102 | $1.82B | +$178M | -$22.8M | +$155M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 1/27/2023, 04:13 PM |
| Q3 2022 | 91 | $1.54B | +$61.7M | -$31.4M | +$30.3M | VOO, VO, VEA, SCHX, SPY | 13F-HR | 10/17/2022, 12:14 PM |
| Q2 2022 | 94 | $1.61B | +$91.4M | -$155M | -$63.1M | VOO, VO, VEA, SPY, SCHX | 13F-HR | 7/26/2022, 01:17 PM |
| Q1 2022 | 86 | $1.99B | +$204M | -$7.46M | +$197M | VOO, VO, VEA, SPY, IWR | 13F-HR | 4/27/2022, 04:29 PM |
| Q4 2021 | 82 | $1.95B | +$51.2M | -$10.7M | +$40.6M | VOO, VO, VEA, SPY, IWR | 13F-HR | 1/25/2022, 05:28 PM |
| Q3 2021 | 82 | $1.79B | +$43.2M | -$10.1M | +$33.1M | VOO, VO, VEA, SPY, IWR | 13F-HR | 10/19/2021, 11:52 AM |
| Q2 2021 | 84 | $1.78B | +$59.5M | -$10.9M | +$48.6M | VOO, VO, VEA, SPY, IWR | 13F-HR | 7/29/2021, 12:19 PM |
| Q1 2021 | 82 | $1.62B | +$99.5M | -$20M | +$79.5M | VOO, VO, VEA, SPY, IWR | 13F-HR | 5/5/2021, 11:50 AM |
| Q4 2020 | 80 | $1.45B | +$81.5M | -$29.5M | +$52M | VOO, VO, VEA, SPY, IWR | 13F-HR | 2/3/2021, 11:30 AM |
| Q3 2020 | 70 | $1.23B | +$19.9M | -$11.7M | +$8.13M | VOO, VO, SPY, IWR, SCHX | 13F-HR | 10/23/2020, 03:13 PM |
| Q2 2020 | 74 | $1.14B | +$33M | -$19.8M | +$13.2M | VOO, VO, SPY, IWR, SCHX | 13F-HR | 7/17/2020, 01:19 PM |
| Q1 2020 | 72 | $938M | +$157M | -$19.2M | +$138M | VOO, VO, SPY, IWR, SCHX | 13F-HR | 4/15/2020, 04:26 PM |
| Q4 2019 | 78 | $1.03B | +$39.7M | -$32.1M | +$7.61M | VOO, VO, SPY, IWR, VWO | 13F-HR | 1/21/2020, 12:54 PM |
| Q3 2019 | 72 | $956M | +$27.5M | -$6.19M | +$21.3M | VOO, VO, SPY, IWR, VWO | 13F-HR | 10/24/2019, 02:04 PM |
| Q2 2019 | 73 | $933M | +$52.6M | -$4.29M | +$48.3M | VOO, VO, SPY, IWR, VWO | 13F-HR | 8/2/2019, 04:24 PM |
| Q1 2019 | 70 | $859M | +$14.4M | -$142M | -$128M | VOO, VO, SPY, IWR, VWO | 13F-HR | 5/13/2019, 11:45 AM |
| Q4 2018 | 66 | $871M | +$119M | -$19.6M | +$99.4M | VOO, VO, SPY, IWR, VTI | 13F-HR | 1/24/2019, 01:31 PM |
| Q3 2018 | 70 | $955M | +$66.6M | -$59.7M | +$6.82M | VOO, VO, SPY, IWR, VTI | 13F-HR | 11/6/2018, 01:16 PM |
| Q2 2018 | 68 | $909M | +$71.7M | -$22.4M | +$49.3M | VOO, VO, SPY, IWR, VEA | 13F-HR | 8/2/2018, 02:09 PM |
| Q1 2018 | 61 | $849M | +$24.8M | -$7.66M | +$17.2M | VOO, VO, VEA, SPY, IWR | 13F-HR | 4/25/2018, 02:44 PM |
| Q4 2017 | 63 | $842M | +$30.8M | -$5.85M | +$24.9M | VOO, VO, VEA, SPY, IWR | 13F-HR | 1/30/2018, 05:08 PM |
| Q3 2017 | 56 | $779M | +$6.08M | -$59.9M | -$53.8M | VOO, VO, VEA, SPY, IWR | 13F-HR | 10/17/2017, 04:24 PM |
| Q2 2017 | 56 | $803M | +$31.3M | -$5.49M | +$25.8M | VOO, VO, VEA, SPY, IWR | 13F-HR | 7/19/2017, 01:34 PM |
| Q1 2017 | 57 | $758M | +$79M | -$13.6M | +$65.5M | VOO, VO, SPY, VEA, IWR | 13F-HR | 4/26/2017, 01:06 PM |
| Q4 2016 | 55 | $655M | +$46.9M | -$11.6M | +$35.3M | VOO, VO, SPY, IWR, VEA | 13F-HR | 2/1/2017, 04:18 PM |
| Q3 2016 | 52 | $613M | +$20.2M | -$8.31M | +$11.9M | VOO, VO, SPY, IWR, VEU | 13F-HR | 10/12/2016, 12:05 PM |
| Q2 2016 | 52 | $579M | +$48.2M | -$15.2M | +$33M | VOO, VO, SPY, IWR, VEU | 13F-HR | 7/21/2016, 12:24 PM |
| Q1 2016 | 56 | $533M | +$108M | -$53.7M | +$54M | VOO, SPY, VO, IWR, VEU | 13F-HR | 4/21/2016, 03:35 PM |
| Q4 2015 | 57 | $474M | +$58.5M | -$5.1M | +$53.4M | VEU, SPY, VOO, IWR, VWO | 13F-HR | 1/29/2016, 03:41 PM |
| Q3 2015 | 55 | $408M | +$28.5M | -$10.8M | +$17.8M | VEU, SPY, VOO, VWO, IWR | 13F-HR | 10/29/2015, 02:23 PM |
| Q2 2015 | 56 | $433M | +$15.3M | -$4.71M | +$10.6M | VEU, SPY, VOO, VWO, IWR | 13F-HR | 7/21/2015, 04:50 PM |
| Q1 2015 | 57 | $428M | +$47M | -$8.69M | +$38.3M | VEU, SPY, VOO, VWO, IWR | 13F-HR | 4/27/2015, 01:03 PM |
| Q4 2014 | 56 | $383M | +$33M | -$10.2M | +$22.8M | VEU, SPY, AMJ, VOO, VWO | 13F-HR | 1/22/2015, 05:09 PM |
| Q3 2014 | 55 | $360M | +$15.5M | -$3.85M | +$11.7M | VEU, SPY, AMJ, VWO, VOO | 13F-HR | 10/21/2014, 12:49 PM |
| Q2 2014 | 55 | $355M | +$17.4M | -$8.3M | +$9.07M | VEU, SPY, AMJ, VWO, VOO | 13F-HR | 7/23/2014, 02:47 PM |
| Q1 2014 | 54 | $328M | +$13.5M | -$25.7M | -$12.2M | VEU, SPY, AMJ, VWO, VOO | 13F-HR | 4/24/2014, 12:49 PM |
| Q4 2013 | 52 | $337M | $0 | $0 | VEU, AMJ, SPY, VWO, VOO | 13F-HR | 1/24/2014, 02:17 PM |