| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 428 | $4.35B | +$228M | -$118M | +$110M | VTI, VEU, VOO, AGG, SCHB | 13F-HR | 11/14/2024, 11:48 AM |
| Q2 2024 | 399 | $4.01B | +$177M | -$118M | +$59.3M | VTI, VEU, AGG, VOO, SCHB | 13F-HR | 8/9/2024, 12:52 PM |
| Q1 2024 | 393 | $3.94B | +$216M | -$98.8M | +$117M | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 4/19/2024, 12:43 PM |
| Q4 2023 | 384 | $3.59B | +$85.6M | -$135M | -$49.9M | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 1/11/2024, 01:49 PM |
| Q3 2023 | 385 | $3.31B | +$207M | -$167M | +$39.8M | VTI, VEU, AGG, SCZ, SCHB | 13F-HR | 10/25/2023, 09:47 PM |
| Q2 2023 | 407 | $3.41B | +$251M | -$50.2M | +$201M | VTI, VEU, SCZ, SCHB, DFAC | 13F-HR | 8/8/2023, 05:06 PM |
| Q1 2023 | 407 | $3.05B | +$197M | -$150M | +$47.7M | VTI, VEU, SCZ, DFAC, IVV | 13F-HR | 4/26/2023, 07:41 PM |
| Q4 2022 | 386 | $2.86B | +$231M | -$58.9M | +$172M | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 2/2/2023, 09:28 PM |
| Q3 2022 | 382 | $2.48B | +$231M | -$73M | +$158M | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 10/13/2022, 08:11 PM |
| Q2 2022 | 386 | $2.47B | +$518M | -$44.1M | +$474M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 7/21/2022, 08:40 PM |
| Q1 2022 | 297 | $2.36B | +$155M | -$30.8M | +$124M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 5/9/2022, 06:17 PM |
| Q4 2021 | 285 | $2.38B | +$63.8M | -$12.2M | +$51.6M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 1/13/2022, 07:26 PM |
| Q3 2021 | 272 | $2.18B | +$62.4M | -$15.1M | +$47.3M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 10/14/2021, 05:13 PM |
| Q2 2021 | 261 | $2.15B | +$49.2M | -$40.3M | +$8.81M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 7/13/2021, 08:47 PM |
| Q1 2021 | 269 | $2.01B | +$64.1M | -$166M | -$102M | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 4/22/2021, 08:51 PM |
| Q4 2020 | 354 | $2B | +$153M | -$55.4M | +$97.2M | VTI, VEU, SCZ, IVV, IJH | 13F-HR | 1/22/2021, 05:10 PM |
| Q3 2020 | 322 | $1.71B | +$124M | -$48M | +$76.4M | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 11/4/2020, 09:45 PM |
| Q2 2020 | 308 | $1.54B | +$171M | -$73.4M | +$97.9M | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 7/15/2020, 09:45 AM |
| Q1 2020 | 282 | $1.22B | +$173M | -$71.3M | +$102M | VTI, VEU, IVV, IVW, SCZ | 13F-HR | 4/10/2020, 01:25 PM |
| Q4 2019 | 291 | $1.39B | +$68.5M | -$20.9M | +$47.6M | VTI, VEU, IVV, GOVT, IVW | 13F-HR | 1/10/2020, 06:47 PM |
| Q3 2019 | 258 | $1.25B | +$43.3M | -$28.9M | +$14.4M | VTI, VEU, IVV, GOVT, SCHB | 13F-HR | 10/28/2019, 06:04 PM |
| Q2 2019 | 255 | $1.23B | +$49.6M | -$55.3M | -$5.62M | VTI, VEU, IVV, IVW, GOVT | 13F-HR | 7/10/2019, 06:14 AM |
| Q1 2019 | 251 | $1.21B | +$155M | -$46.7M | +$109M | VTI, VEU, IVV, IVW, SCHB | 13F-HR | 4/10/2019, 10:18 AM |
| Q4 2018 | 222 | $978M | +$99.4M | -$65.8M | +$33.6M | VTI, VEU, IVV, SCHB, PRF | Restatement | 1/28/2019, 10:04 AM |
| Q3 2018 | 228 | $1.1B | +$42.2M | -$29.9M | +$12.3M | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 10/9/2018, 08:25 AM |
| Q2 2018 | 232 | $1.03B | +$89.9M | -$72.7M | +$17.2M | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 7/13/2018, 02:02 PM |
| Q1 2018 | 232 | $998M | +$62.6M | -$51.6M | +$11M | VTI, VEU, IVV, PRF, SCHB | Restatement | 5/25/2018, 11:59 AM |
| Q4 2017 | 241 | $1B | +$52.5M | -$12.8M | +$39.7M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 1/18/2018, 08:41 AM |
| Q3 2017 | 222 | $909M | +$32.1M | -$39.9M | -$7.82M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 10/13/2017, 01:35 PM |
| Q2 2017 | 222 | $882M | +$55.7M | -$15.6M | +$40.2M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 7/10/2017, 02:48 PM |
| Q1 2017 | 210 | $819M | +$43.4M | -$29.4M | +$14M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 4/13/2017, 06:39 PM |
| Q4 2016 | 202 | $765M | +$52.2M | -$20.9M | +$31.3M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 1/6/2017, 04:39 PM |
| Q3 2016 | 184 | $718M | +$76.3M | -$54.2M | +$22.1M | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 10/18/2016, 12:35 PM |
| Q2 2016 | 186 | $673M | +$91.1M | -$52.6M | +$38.5M | VTI, VEU, IVV, PRF, USMV | 13F-HR | 7/11/2016, 08:32 PM |
| Q1 2016 | 191 | $627M | +$52M | -$25M | +$27M | VTI, VEU, PRF, IVV, SCZ | 13F-HR | 4/11/2016, 07:01 PM |
| Q4 2015 | 188 | $595M | +$50.4M | -$47.8M | +$2.66M | VTI, VEU, PRF, IVV, SCZ | 13F-HR | 1/26/2016, 06:56 AM |
| Q3 2015 | 181 | $568M | +$28M | -$70.5M | -$42.4M | VEU, VTI, PRF, IVV, SCZ | Restatement | 11/10/2015, 03:19 PM |
| Q2 2015 | 182 | $667M | +$8.14M | -$28.6M | -$20.5M | VEU, VTI, PRF, IVV, SCZ | 13F-HR | 7/8/2015, 01:01 PM |
| Q1 2015 | 187 | $691M | +$79.8M | -$14.6M | +$65.2M | VEU, VTI, PRF, IVV, SCZ | 13F-HR | 4/15/2015, 07:49 PM |
| Q4 2014 | 152 | $611M | +$47.6M | -$18.9M | +$28.6M | VEU, VTI, PRF, IVV, SCZ | Restatement | 2/25/2015, 06:44 PM |
| Q3 2014 | 139 | $579M | +$24M | -$9.3M | +$14.7M | VEU, VTI, PRF, IVV, SCZ | Restatement | 2/25/2015, 06:44 PM |
| Q2 2014 | 143 | $587M | +$40.2M | -$38.7M | +$1.51M | VEU, SCZ, IVV, VTI, PRF | Restatement | 2/25/2015, 06:45 PM |
| Q1 2014 | 154 | $565M | +$31.1M | -$10.6M | +$20.4M | VEU, IVV, SCZ, PRF, VTI | 13F-HR | 4/28/2014, 07:47 PM |
| Q4 2013 | 155 | $540M | +$32.5M | -$12.6M | +$19.9M | VEU, IVV, SCZ, PRF, IJH | Restatement | 1/14/2014, 01:31 PM |
| Q3 2013 | 149 | $488M | $0 | $0 | VEU, IVV, SCZ, PRF, IJH | Restatement | 1/15/2014, 07:17 PM |