| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 2,246 | $34.9B | +$3.88B | -$2.6B | +$1.29B | MGK, MGV, VOO, VBR, IVV | 13F-HR | 11/1/2024, 04:42 PM |
| Q2 2024 | 2,091 | $32.3B | +$3.45B | -$1.87B | +$1.58B | MGK, MGV, VOO, VBR, MSFT | 13F-HR | 8/13/2024, 11:34 AM |
| Q1 2024 | 1,918 | $30.8B | +$3.54B | -$2.49B | +$1.05B | MGK, MGV, VOO, VBR, SHY | 13F-HR | 5/6/2024, 06:24 PM |
| Q4 2023 | 1,833 | $27.7B | +$3.1B | -$2.75B | +$352M | MGK, VOO, MGV, VBR, HYG | 13F-HR | 2/9/2024, 01:13 PM |
| Q3 2023 | 1,738 | $25B | +$2.83B | -$2.32B | +$508M | MGK, VOO, MGV, SHY, HYG | 13F-HR | 10/27/2023, 02:44 PM |
| Q2 2023 | 1,556 | $25.5B | +$3.64B | -$3.23B | +$405M | MGK, VOO, MGV, HYG, LQD | 13F-HR | 8/11/2023, 02:42 PM |
| Q1 2023 | 1,579 | $24.2B | +$3.46B | -$3.34B | +$111M | MGK, MGV, VOO, SHY, LQD | 13F-HR | 5/5/2023, 01:05 PM |
| Q4 2022 | 1,581 | $23.1B | +$3.48B | -$3.12B | +$358M | MGV, MGK, VOO, HYG, BIL | 13F-HR | 2/10/2023, 01:58 PM |
| Q3 2022 | 1,503 | $21.4B | +$2.44B | -$2.04B | +$400M | MGK, SHY, VOO, MGV, BIL | 13F-HR | 11/1/2022, 02:29 PM |
| Q2 2022 | 1,463 | $22.3B | +$2.76B | -$1.47B | +$1.29B | SHY, VOO, MGK, MGV, BIL | 13F-HR | 8/3/2022, 09:55 AM |
| Q1 2022 | 1,530 | $23.9B | +$4.3B | -$3.51B | +$792M | VOO, MGK, SHY, MGV, BIL | 13F-HR | 5/12/2022, 05:58 PM |
| Q4 2021 | 1,496 | $24.3B | +$3.45B | -$2.52B | +$930M | VOO, MGK, MGV, LQD, IEFA | 13F-HR | 2/14/2022, 12:38 PM |
| Q3 2021 | 1,379 | $22.3B | +$3.7B | -$2.67B | +$1.03B | VOO, MGK, MGV, LQD, IEFA | 13F-HR | 11/12/2021, 01:03 PM |
| Q2 2021 | 1,305 | $21.6B | +$5.37B | -$4.18B | +$1.19B | VOO, MGK, MGV, IEFA, LQD | 13F-HR | 8/16/2021, 01:29 PM |
| Q1 2021 | 1,323 | $19.4B | +$3.41B | -$2.51B | +$897M | VOO, MGK, MGV, IEFA, SHY | 13F-HR | 5/14/2021, 11:06 AM |
| Q4 2020 | 1,382 | $17.9B | +$2.53B | -$1.41B | +$1.12B | VOO, MGK, MGV, IEF, IEFA | 13F-HR | 2/10/2021, 12:31 PM |
| Q3 2020 | 1,306 | $15.5B | +$3.8B | -$2.84B | +$961M | VOO, MGK, MGV, IEFA, LQD | 13F-HR | 11/13/2020, 03:13 PM |
| Q2 2020 | 1,242 | $14B | +$4.03B | -$3.29B | +$736M | IEF, VOO, BIL, MGK, SPTI | 13F-HR | 8/11/2020, 02:52 PM |
| Q1 2020 | 1,342 | $11.8B | +$2.75B | -$1.85B | +$892M | VOO, SHY, BIL, MGK, MGV | 13F-HR | 5/12/2020, 11:27 AM |
| Q4 2019 | 1,374 | $13.2B | +$2.22B | -$1.63B | +$590M | VOO, MGK, MGV, IEFA, JNK | 13F-HR | 2/10/2020, 07:10 PM |
| Q3 2019 | 1,302 | $11.9B | +$2.17B | -$2.56B | -$391M | VOO, IEFA, JNK, MGV, MGK | 13F-HR | 11/13/2019, 11:47 AM |
| Q2 2019 | 1,327 | $12.3B | +$2.65B | -$1.78B | +$864M | IEF, VOO, IEFA, SPY, MGV | 13F-HR | 8/14/2019, 12:59 PM |
| Q1 2019 | 1,325 | $11.1B | +$2.01B | -$2.24B | -$229M | VOO, IEF, IEFA, SPY, SHY | 13F-HR | 5/14/2019, 04:34 PM |
| Q4 2018 | 1,412 | $10.4B | +$2.82B | -$2.25B | +$577M | VOO, BIL, IEFA, SHY, SPY | 13F-HR | 2/13/2019, 12:41 PM |
| Q3 2018 | 1,395 | $11B | +$1.6B | -$1.03B | +$569M | VOO, SPY, IEFA, HYG, VUG | 13F-HR | 11/13/2018, 04:43 PM |
| Q2 2018 | 1,390 | $10.2B | +$1.68B | -$1.14B | +$540M | VOO, SPY, IEFA, HYG, VUG | 13F-HR | 8/1/2018, 01:54 PM |
| Q1 2018 | 1,391 | $9.66B | +$1.59B | -$1.49B | +$97.1M | VOO, SPY, IEFA, VUG, JNK | 13F-HR | 5/15/2018, 08:09 PM |
| Q4 2017 | 1,843 | $9.7B | +$1.55B | -$945M | +$603M | VOO, JNK, HYG, SPY, VTV | 13F-HR | 2/13/2018, 12:44 PM |
| Q3 2017 | 1,459 | $8.6B | +$2.15B | -$1.58B | +$572M | VOO, JNK, HYG, SPY, VTV | 13F-HR | 11/8/2017, 05:11 PM |
| Q2 2017 | 1,364 | $7.95B | +$1.3B | -$1.23B | +$61.4M | VOO, SPY, JNK, HYG, VTV | 13F-HR | 8/14/2017, 07:26 PM |
| Q1 2017 | 1,258 | $7.61B | +$1.81B | -$1.07B | +$740M | VOO, HYG, SPY, JNK, IGIB | Restatement | 9/14/2017, 08:15 PM |
| Q4 2016 | 1,233 | $6.81B | +$1.29B | -$1.02B | +$276M | VOO, SPY, HYG, JNK, VTV | Restatement | 9/14/2017, 08:06 PM |
| Q3 2016 | 1,199 | $6.58B | +$1.72B | -$1.24B | +$478M | VOO, SPY, FLOT, IGIB, JNK | Restatement | 9/14/2017, 07:57 PM |
| Q2 2016 | 1,157 | $5.95B | +$1.32B | -$1.24B | +$79.1M | VOO, SPY, JNK, VTV, VEA | Restatement | 9/14/2017, 07:44 PM |
| Q1 2016 | 1,158 | $5.73B | +$1.94B | -$1.63B | +$314M | VOO, SPY, AGG, PFF, JNK | Restatement | 9/14/2017, 07:36 PM |
| Q4 2015 | 1,365 | $5.4B | +$1.41B | -$938M | +$471M | SPY, MBB, VOO, IGIB, IYC | Restatement | 9/14/2017, 07:12 PM |
| Q3 2015 | 710 | $4.79B | $0 | $0 | SPY, MBB, SHY, BSV, AGZ | New Holdings | 1/5/2016, 11:42 AM | |
| Q3 2015 | 710 | $4.79B | +$1.62B | -$1.3B | +$320M | SPY, MBB, SHY, BSV, AGZ | 13F-HR | 11/9/2015, 05:56 PM |
| Q2 2015 | 613 | $4.8B | +$1.46B | -$1.28B | +$174M | SPY, MBB, VTI, VEA, VGK | 13F-HR | 8/13/2015, 04:06 PM |
| Q1 2015 | 463 | $4.69B | +$1.54B | -$1.52B | +$24.7M | SPY, BSV, VGK, BND, VCSH | 13F-HR | 5/12/2015, 04:56 PM |
| Q4 2014 | 467 | $4.6B | +$1.29B | -$1.08B | +$214M | SPY, SHV, EEM, EZU, VGK | 13F-HR | 2/3/2015, 12:13 PM |
| Q3 2014 | 449 | $4.33B | +$836M | -$1.1B | -$268M | SPY, MBB, EEM, IEF, EZU | 13F-HR | 11/10/2014, 09:51 AM |
| Q2 2014 | 489 | $4.7B | +$1.32B | -$871M | +$453M | SPY, VGK, EEM, HYS, IEF | 13F-HR | 8/12/2014, 04:36 PM |
| Q1 2014 | 395 | $4.1B | +$666M | -$829M | -$164M | SPY, VGK, SHV, FLOT, XLB | 13F-HR | 5/6/2014, 03:38 PM |
| Q4 2013 | 393 | $4.22B | +$745M | -$658M | +$86.5M | SPY, FLOT, VGK, VQT, EEM | 13F-HR | 2/11/2014, 02:05 PM |
| Q3 2013 | 370 | $3.96B | $0 | $0 | SPY, FLOT, VGK, VQT, IEF | Restatement | 2/11/2014, 02:03 PM |