| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 289 | $1.58B | +$60.7M | -$6.82M | +$53.9M | VOO, BND, VEA, IJR, VGSH | 13F-HR | 7/16/2024, 11:31 AM |
| Q1 2024 | 286 | $1.53B | +$116M | -$19.2M | +$96.4M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/17/2024, 07:33 AM |
| Q4 2023 | 283 | $1.43B | +$34.4M | -$12.1M | +$22.4M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/16/2024, 09:48 AM |
| Q3 2023 | 274 | $1.29B | +$85.7M | -$18.2M | +$67.5M | VOO, BND, VEA, IJR, IJH | 13F-HR | 10/11/2023, 10:40 AM |
| Q2 2023 | 255 | $1.28B | +$32.2M | -$16.7M | +$15.5M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/13/2023, 03:28 PM |
| Q1 2023 | 251 | $1.22B | +$98.3M | -$47.9M | +$50.4M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/11/2023, 09:10 AM |
| Q4 2022 | 244 | $1.12B | +$114M | -$49.3M | +$65M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/11/2023, 01:35 PM |
| Q3 2022 | 238 | $980M | +$50.7M | -$26.1M | +$24.6M | VOO, BND, VEA, IJR, IJH | 13F-HR | 10/12/2022, 11:36 AM |
| Q2 2022 | 239 | $1.02B | +$83.4M | -$22.5M | +$60.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/15/2022, 10:57 AM |
| Q1 2022 | 240 | $1.1B | +$84.1M | -$37.5M | +$46.5M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/8/2022, 04:45 PM |
| Q4 2021 | 236 | $1.11B | +$25.1M | -$8.93M | +$16.2M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/14/2022, 04:45 PM |
| Q3 2021 | 225 | $541M | +$12M | -$4.07M | +$7.96M | VEA, IJR, IJH, IEFA, VV | 13F-HR | 10/12/2021, 03:38 PM |
| Q2 2021 | 223 | $1.03B | +$21.4M | -$18.2M | +$3.15M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/16/2021, 09:34 AM |
| Q1 2021 | 216 | $979M | +$43.4M | -$24.6M | +$18.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/12/2021, 01:58 PM |
| Q4 2020 | 214 | $909M | +$33.4M | -$21.6M | +$11.7M | VOO, BND, VEA, IJH, IJR | 13F-HR | 1/13/2021, 09:20 AM |
| Q3 2020 | 201 | $807M | +$42.9M | -$24.4M | +$18.6M | VOO, BND, VEA, IJH, IJR | 13F-HR | 10/9/2020, 11:12 AM |
| Q2 2020 | 184 | $758M | +$57.7M | -$37.1M | +$20.5M | VOO, BND, VEA, IJH, IJR | 13F-HR | 7/15/2020, 12:06 PM |
| Q1 2020 | 181 | $639M | +$58.1M | -$6.98M | +$51.1M | BND, VOO, IJH, VEA, VMBS | 13F-HR | 4/10/2020, 04:54 PM |
| Q4 2019 | 171 | $722M | +$6.18M | -$16.1M | -$9.89M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 1/14/2020, 10:30 AM |
| Q3 2019 | 164 | $693M | +$37.6M | -$1.86M | +$35.7M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 10/15/2019, 09:13 AM |
| Q2 2019 | 141 | $654M | +$11.6M | -$6.43M | +$5.21M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 7/11/2019, 02:21 PM |
| Q1 2019 | 145 | $634M | +$11M | -$9.59M | +$1.43M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 4/9/2019, 03:56 PM |
| Q4 2018 | 139 | $574M | +$49.8M | -$26.1M | +$23.7M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 1/10/2019, 04:01 PM |
| Q3 2018 | 147 | $623M | +$14.4M | -$13.5M | +$896K | IJH, VOO, VEA, BND, VMBS | 13F-HR | 10/3/2018, 03:11 PM |
| Q2 2018 | 143 | $609M | +$14M | -$27M | -$12.9M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 7/12/2018, 09:55 AM |
| Q1 2018 | 144 | $615M | +$12.7M | -$40.7M | -$28M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 4/4/2018, 10:16 AM |
| Q4 2017 | 152 | $653M | +$97.9M | -$76.8M | +$21M | IJH, VEA, VOO, BND, VMBS | 13F-HR | 1/11/2018, 05:17 PM |
| Q3 2017 | 141 | $611M | +$25.6M | -$22.8M | +$2.81M | IJH, VEA, VOO, BND, VMBS | Restatement | 10/17/2017, 02:21 PM |
| Q2 2017 | 143 | $591M | +$17.1M | -$9.96M | +$7.14M | IJH, VEA, BND, VOO, VMBS | 13F-HR | 7/12/2017, 01:57 PM |
| Q1 2017 | 140 | $572M | +$36.1M | -$6.83M | +$29.3M | IJH, VEA, BND, VOO, VMBS | 13F-HR | 4/6/2017, 04:29 PM |
| Q4 2016 | 134 | $540M | +$5.54M | -$12.7M | -$7.19M | IJH, VEA, BND, VOO, IJR | 13F-HR | 1/6/2017, 12:16 PM |
| Q3 2016 | 134 | $541M | +$8.84M | -$11.6M | -$2.75M | IJH, BND, VEA, VOO, IJR | 13F-HR | 10/5/2016, 02:08 PM |
| Q2 2016 | 132 | $529M | +$26.2M | -$26.3M | -$127K | IJH, BND, VEA, VOO, IJR | 13F-HR | 7/15/2016, 11:08 AM |
| Q1 2016 | 128 | $520M | +$34.6M | -$25.4M | +$9.29M | IJH, BND, VEA, VOO, IJR | 13F-HR | 4/25/2016, 12:29 PM |
| Q4 2015 | 127 | $503M | +$20.2M | -$13.3M | +$6.92M | IJH, BND, VEA, VOO, IJR | 13F-HR | 1/15/2016, 03:56 PM |
| Q3 2015 | 129 | $485M | +$19.8M | -$13.6M | +$6.26M | IJH, BND, VEA, VOO, IJR | 13F-HR | 11/4/2015, 10:38 AM |
| Q2 2015 | 130 | $510M | +$10.9M | -$25.6M | -$14.7M | IJH, BND, VEA, VOO, IJR | 13F-HR | 7/17/2015, 10:01 AM |
| Q1 2015 | 146 | $535M | +$15.8M | -$6.69M | +$9.09M | IJH, BND, VEA, VOO, IJR | 13F-HR | 4/21/2015, 04:48 PM |
| Q4 2014 | 144 | $516M | +$15.9M | -$13.7M | +$2.26M | IJH, BND, VEA, VOO, IJR | 13F-HR | 1/12/2015, 11:19 AM |
| Q3 2014 | 144 | $501M | +$26.1M | -$8.99M | +$17.1M | IJH, BND, VEA, VOO, IJR | 13F-HR | 10/29/2014, 12:05 PM |
| Q2 2014 | 141 | $495M | +$20.6M | -$29.5M | -$8.9M | IJH, VEA, BND, VOO, IJR | 13F-HR | 7/15/2014, 12:47 PM |
| Q1 2014 | 131 | $489M | +$31.5M | -$11.4M | +$20.1M | IJH, VEA, BND, VOO, IJR | 13F-HR | 4/30/2014, 11:46 AM |
| Q4 2013 | 121 | $462M | $0 | $0 | IJH, BND, VEA, IJR, VOO | 13F-HR | 1/15/2014, 03:54 PM |