| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2017 | 2,565 | $16.7B | +$815M | -$361M | +$455M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 04:44 PM |
| Q2 2017 | 2,518 | $15.7B | +$901M | -$377M | +$523M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 04:31 PM |
| Q1 2017 | 2,413 | $14.9B | +$1.22B | -$352M | +$869M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 04:17 PM |
| Q4 2016 | 2,317 | $13.5B | +$1.16B | -$448M | +$717M | IWD, IWF, VEA, AAPL, SPY | Restatement | 2/16/2018, 02:11 PM |
| Q3 2016 | 2,254 | $12.6B | +$735M | -$262M | +$474M | IWF, IWD, VEA, AAPL, SPY | 13F-HR | 10/25/2016, 02:32 PM |
| Q2 2016 | 2,240 | $11.9B | +$743M | -$361M | +$382M | IWF, IWD, VEA, AAPL, XOM | 13F-HR | 8/4/2016, 02:21 PM |
| Q1 2016 | 2,208 | $11.2B | +$974M | -$482M | +$493M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 4/27/2016, 03:13 PM |
| Q4 2015 | 2,194 | $10.6B | +$952M | -$255M | +$697M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 1/19/2016, 09:56 AM |
| Q3 2015 | 2,144 | $9.5B | +$646M | -$413M | +$233M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 10/27/2015, 11:22 AM |
| Q2 2015 | 2,193 | $10.1B | +$815M | -$246M | +$569M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 7/28/2015, 08:44 AM |
| Q1 2015 | 2,183 | $9.63B | +$898M | -$247M | +$651M | IWF, IWD, AAPL, VEA, XOM | 13F-HR | 4/28/2015, 01:55 PM |
| Q4 2014 | 2,095 | $8.92B | +$797M | -$291M | +$506M | IWF, IWD, AAPL, XOM, VEA | 13F-HR | 1/13/2015, 10:30 AM |
| Q3 2014 | 2,092 | $8.23B | +$543M | -$407M | +$136M | IWF, IWD, AAPL, XOM, VEA | 13F-HR | 10/17/2014, 02:16 PM |
| Q2 2014 | 2,061 | $8.22B | +$1.04B | -$215M | +$826M | FSK, IWF, IWD, AAPL, XOM | 13F-HR | 7/23/2014, 02:13 PM |
| Q1 2014 | 1,991 | $7.24B | +$549M | -$278M | +$270M | IWF, IWD, XOM, AAPL, VEA | 13F-HR | 5/7/2014, 10:52 AM |
| Q4 2013 | 1,924 | $6.89B | $0 | $0 | IWF, IWD, AAPL, XOM, SPY | 13F-HR | 2/11/2014, 11:05 AM |