| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 276 | $1.29B | +$47.3M | -$44.1M | +$3.23M | IVV, IJH, IXUS, IVE, DFCF | 13F-HR | 11/7/2024, 11:38 AM |
| Q2 2024 | 271 | $1.21B | +$31M | -$34.9M | -$3.96M | IVV, IJH, IXUS, IVE, VXUS | 13F-HR | 8/8/2024, 11:50 AM |
| Q1 2024 | 263 | $1.22B | +$102M | -$28.4M | +$73.7M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 4/23/2024, 09:03 AM |
| Q4 2023 | 252 | $1.15B | +$42.4M | -$39.6M | +$2.83M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 1/25/2024, 03:11 PM |
| Q3 2023 | 238 | $1.05B | +$35.5M | -$19.7M | +$15.9M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 11/9/2023, 08:54 AM |
| Q2 2023 | 236 | $1.08B | +$42.2M | -$31.4M | +$10.8M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 8/11/2023, 02:59 PM |
| Q1 2023 | 236 | $1.04B | +$33.6M | -$14.6M | +$19M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 5/8/2023, 02:25 PM |
| Q4 2022 | 225 | $983M | +$62.6M | -$50.5M | +$12.1M | IVV, IJH, IXUS, IVE, AGG | 13F-HR | 1/24/2023, 12:59 PM |
| Q3 2022 | 223 | $907M | +$57.7M | -$19M | +$38.7M | IVV, IJH, IVE, IXUS, AGG | 13F-HR | 11/8/2022, 02:34 PM |
| Q2 2022 | 104 | $923M | +$63M | -$74.8M | -$11.9M | IVV, IJH, IVE, IXUS, LRGF | 13F-HR | 7/22/2022, 11:04 AM |
| Q1 2022 | 139 | $1.06B | +$90.3M | -$5.78M | +$84.5M | IVV, IJH, LRGF, AGG, IVE | 13F-HR | 5/6/2022, 12:04 PM |
| Q4 2021 | 90 | $1.02B | +$36.9M | -$22.2M | +$14.7M | IVV, IJH, AGG, LRGF, IXUS | 13F-HR | 2/7/2022, 02:55 PM |
| Q3 2021 | 90 | $966M | +$72.2M | -$65.8M | +$6.41M | IVV, IJH, AGG, LRGF, IXUS | 13F-HR | 11/9/2021, 11:47 AM |
| Q2 2021 | 89 | $970M | +$131M | -$7.06M | +$124M | IVV, IJH, AGG, IXUS, IVE | 13F-HR | 8/10/2021, 12:42 PM |
| Q1 2021 | 85 | $813M | +$54.9M | -$13.2M | +$41.7M | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 5/17/2021, 09:58 AM |
| Q4 2020 | 86 | $732M | +$40.2M | -$8.21M | +$32M | IVV, IJH, AGG, IXUS, IVE | 13F-HR | 2/16/2021, 12:15 PM |
| Q3 2020 | 84 | $639M | +$22.4M | -$15M | +$7.33M | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 11/6/2020, 03:01 PM |
| Q2 2020 | 83 | $608M | +$34.9M | -$10.6M | +$24.3M | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 8/7/2020, 02:41 PM |
| Q1 2020 | 82 | $502M | +$46.8M | -$29.1M | +$17.7M | IVV, AGG, IJH, IVE, IXUS | 13F-HR | 5/15/2020, 01:13 PM |
| Q4 2019 | 78 | $610M | +$21.8M | -$4.91M | +$16.8M | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 2/19/2020, 03:37 PM |
| Q3 2019 | 76 | $569M | +$29.1M | -$8.07M | +$21M | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 11/12/2019, 12:41 PM |
| Q2 2019 | 76 | $546M | +$18.5M | -$15.4M | +$3.1M | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 8/6/2019, 03:43 PM |
| Q1 2019 | 78 | $525M | +$26.1M | -$15.5M | +$10.6M | IVV, IJH, IVE, AGG, IXUS | 13F-HR | 5/7/2019, 04:00 PM |
| Q4 2018 | 77 | $468M | +$40.9M | -$11.1M | +$29.8M | IVV, IJH, AGG, IVE, IXUS | 13F-HR | 2/4/2019, 12:02 PM |
| Q3 2018 | 70 | $486M | +$14.7M | -$12.1M | +$2.64M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 11/14/2018, 04:52 PM |
| Q2 2018 | 69 | $474M | +$8.27M | -$3.19M | +$5.09M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 8/9/2018, 04:27 PM |
| Q1 2018 | 70 | $461M | +$11.3M | -$5.91M | +$5.4M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 5/11/2018, 10:35 AM |
| Q4 2017 | 68 | $474M | +$9.72M | -$11.4M | -$1.68M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 2/1/2018, 04:17 PM |
| Q3 2017 | 70 | $457M | +$19.7M | -$5.84M | +$13.9M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 11/13/2017, 06:21 PM |
| Q2 2017 | 70 | $438M | +$13.3M | -$4.18M | +$9.13M | IJH, IVV, IVE, AGG, IXUS | 13F-HR | 8/11/2017, 11:50 AM |
| Q1 2017 | 68 | $413M | +$14.2M | -$5.19M | +$9.03M | IJH, IVE, IVV, AGG, IXUS | 13F-HR | 5/11/2017, 09:23 AM |
| Q4 2016 | 67 | $400M | +$12.5M | -$4.5M | +$8.01M | IJH, IVE, IVV, AGG, BNDX | 13F-HR | 2/1/2017, 10:10 AM |
| Q3 2016 | 66 | $376M | +$12.2M | -$3.85M | +$8.33M | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 10/31/2016, 06:44 PM |
| Q2 2016 | 63 | $374M | +$5.02M | -$7.15M | -$2.14M | IJH, IVE, IVV, AGG, BNDX | 13F-HR | 8/8/2016, 04:10 PM |
| Q1 2016 | 61 | $360M | +$9.25M | -$3.74M | +$5.51M | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 5/5/2016, 04:13 PM |
| Q4 2015 | 60 | $330M | +$8.4M | -$2.83M | +$5.57M | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 1/26/2016, 07:03 PM |
| Q3 2015 | 63 | $343M | +$4.98M | -$6.89M | -$1.91M | IJH, IVV, IVE, AGG, BNDX | 13F-HR | 10/22/2015, 07:43 PM |
| Q2 2015 | 63 | $362M | +$8.7M | -$3.99M | +$4.71M | IJH, IVV, IVE, AGG, BND | 13F-HR | 7/28/2015, 04:53 PM |
| Q1 2015 | 64 | $365M | +$11.7M | -$8.59M | +$3.09M | IJH, IVV, IVE, AGG, BND | 13F-HR | 4/29/2015, 10:12 AM |
| Q4 2014 | 68 | $349M | +$12.4M | -$7.55M | +$4.82M | IJH, IVV, IVE, BND, AGG | 13F-HR | 1/23/2015, 07:20 AM |
| Q3 2014 | 70 | $331M | +$17.7M | -$6.45M | +$11.3M | IJH, IVV, IVE, BND, AGG | 13F-HR | 10/21/2014, 09:19 PM |
| Q2 2014 | 65 | $334M | +$11.8M | -$4.9M | +$6.91M | IJH, IVV, IVE, BND, VEU | 13F-HR | 7/21/2014, 05:07 PM |
| Q1 2014 | 65 | $318M | +$14.3M | -$4.63M | +$9.63M | IJH, IVV, IVE, BND, EFA | 13F-HR | 4/25/2014, 03:02 PM |
| Q4 2013 | 61 | $301M | $0 | $0 | IJH, IVV, IVE, BND, EFA | 13F-HR | 1/23/2014, 07:36 AM |