| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 132 | $315M | +$7.01M | -$18.6M | -$11.5M | IVV, IJH, BIV, IJR, IVE | 13F-HR | 7/24/2024, 05:44 PM |
| Q1 2024 | 127 | $324M | +$41.7M | -$4.49M | +$37.2M | IVV, IJH, BIV, IJR, IVE | 13F-HR | 4/22/2024, 06:39 PM |
| Q4 2023 | 123 | $301M | +$5.57M | -$11.8M | -$6.2M | IVV, IJH, BIV, IJR, IVE | 13F-HR | 1/24/2024, 06:17 PM |
| Q3 2023 | 117 | $265M | +$11.2M | -$13.4M | -$2.21M | IVV, IJH, BIV, IJR, IVE | 13F-HR | 10/30/2023, 06:48 PM |
| Q2 2023 | 115 | $291M | +$8.16M | -$17.5M | -$9.31M | IJH, IVV, BIV, IJR, IVE | 13F-HR | 7/31/2023, 12:25 PM |
| Q1 2023 | 115 | $287M | +$20.7M | -$33.2M | -$12.5M | IJH, IVV, BIV, IJR, IVE | 13F-HR | 4/27/2023, 07:15 PM |
| Q4 2022 | 113 | $286M | +$22.7M | -$15.2M | +$7.5M | IVV, IJH, IJR, BIV, EFA | 13F-HR | 1/17/2023, 06:56 PM |
| Q3 2022 | 112 | $258M | +$21M | -$11.5M | +$9.5M | IVV, IJH, IJR, VTIP, IVE | 13F-HR | 10/27/2022, 01:46 PM |
| Q2 2022 | 115 | $267M | +$13.7M | -$19.4M | -$5.63M | IVV, IJH, IJR, VTIP, IVE | 13F-HR | 7/21/2022, 07:50 PM |
| Q1 2022 | 123 | $321M | +$18.1M | -$17.9M | +$204K | IJH, IVV, IJR, VTIP, IVE | 13F-HR | 4/26/2022, 06:38 PM |
| Q4 2021 | 125 | $340M | +$7.16M | -$18.4M | -$11.3M | IJH, IVV, IJR, IVW, IVE | 13F-HR | 2/4/2022, 06:28 PM |
| Q3 2021 | 120 | $326M | +$7.72M | -$10.4M | -$2.64M | IJH, IVV, IJR, BIV, IVW | 13F-HR | 10/18/2021, 02:22 PM |
| Q2 2021 | 125 | $331M | +$22.1M | -$9.06M | +$13M | IJH, IVV, IJR, BIV, IVW | 13F-HR | 7/28/2021, 07:52 PM |
| Q1 2021 | 117 | $301M | +$40.3M | -$14.1M | +$26.1M | IJH, IVV, BIV, IJR, IVW | 13F-HR | 4/26/2021, 01:52 PM |
| Q4 2020 | 111 | $260M | +$30.5M | -$14M | +$16.5M | IJH, BIV, IVV, IJR, IVW | 13F-HR | 1/27/2021, 07:24 PM |
| Q3 2020 | 116 | $239M | +$17.1M | -$17.1M | -$24.4K | BIV, IJH, IVW, IVV, IJR | 13F-HR | 11/23/2020, 02:41 PM |
| Q2 2020 | 118 | $230M | +$36.5M | -$22M | +$14.4M | BIV, IJH, IVW, IVV, IJR | 13F-HR | 7/22/2020, 08:07 PM |
| Q1 2020 | 100 | $183M | +$4.06M | -$7.93M | -$3.87M | BIV, IJH, IJR, IVW, IVE | 13F-HR | 4/6/2020, 08:03 PM |
| Q4 2019 | 104 | $236M | +$6.27M | -$12.9M | -$6.58M | IJH, BIV, IJR, IVW, IVE | 13F-HR | 1/31/2020, 05:57 PM |
| Q3 2019 | 108 | $229M | +$48.3M | -$20.5M | +$27.8M | IJH, BIV, IJR, IVW, IVE | 13F-HR | 10/23/2019, 07:25 PM |
| Q2 2019 | 107 | $197M | +$3.21M | -$6.59M | -$3.38M | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 7/25/2019, 06:15 PM |
| Q1 2019 | 107 | $194M | +$13.7M | -$4.12M | +$9.6M | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 4/16/2019, 06:46 PM |
| Q4 2018 | 97 | $165M | +$3.53M | -$9.6M | -$6.07M | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 1/28/2019, 03:18 PM |
| Q3 2018 | 109 | $198M | +$7.65M | -$3.14M | +$4.51M | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 10/5/2018, 06:42 PM |
| Q2 2018 | 102 | $184M | +$5.95M | -$65.5M | -$59.5M | IJH, IJR, MNA, SCZ, IVV | 13F-HR | 7/12/2018, 06:54 PM |
| Q1 2018 | 108 | $239M | +$10.8M | -$12.5M | -$1.66M | IJH, RPG, RFG, IJR, RPV | 13F-HR | 4/27/2018, 12:32 PM |
| Q4 2017 | 118 | $243M | +$18.7M | -$6.74M | +$12M | IJH, RPG, IJR, RFG, RPV | 13F-HR | 1/25/2018, 02:09 PM |
| Q3 2017 | 104 | $219M | +$9.02M | -$16.7M | -$7.65M | IJH, RPG, IJR, RFG, RPV | 13F-HR | 11/6/2017, 04:00 PM |
| Q2 2017 | 104 | $220M | +$5.78M | -$10M | -$4.23M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 7/28/2017, 02:28 PM |
| Q1 2017 | 102 | $219M | +$17.6M | -$5.83M | +$11.8M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 4/28/2017, 01:05 PM |
| Q4 2016 | 101 | $210M | +$10.5M | -$9.03M | +$1.51M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 1/18/2017, 02:30 PM |
| Q3 2016 | 105 | $201M | +$12.5M | -$4.5M | +$7.98M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 10/19/2016, 02:52 PM |
| Q2 2016 | 104 | $188M | +$10.7M | -$9.58M | +$1.07M | IJH, RFG, IJR, RPG, RPV | 13F-HR | 7/8/2016, 04:46 PM |
| Q1 2016 | 121 | $184M | +$10.8M | -$3.04M | +$7.74M | IJH, RFG, RPG, IJR, RPV | 13F-HR | 4/28/2016, 04:34 PM |
| Q4 2015 | 99 | $174M | +$7.24M | -$2.6M | +$4.64M | IJH, RFG, RPG, IJR, RPV | 13F-HR | 1/29/2016, 03:45 PM |
| Q3 2015 | 99 | $163M | +$5.14M | -$7.2M | -$2.07M | IJH, RFG, RPG, IJR, RPV | 13F-HR | 11/3/2015, 06:00 PM |
| Q2 2015 | 102 | $179M | +$10.3M | -$12M | -$1.66M | IJH, RFG, IJR, RPG, RPV | 13F-HR | 7/23/2015, 03:18 PM |
| Q1 2015 | 106 | $184M | +$11.8M | -$6.95M | +$4.8M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 4/28/2015, 05:30 PM |
| Q4 2014 | 110 | $176M | +$6.57M | -$7.94M | -$1.37M | IJH, IJR, RPG, RPV, RFG | 13F-HR | 1/15/2015, 05:50 PM |
| Q3 2014 | 107 | $169M | +$3.54M | -$5.16M | -$1.62M | IJH, IJR, RPG, RFG, RPV | 13F-HR | 10/24/2014, 02:29 PM |
| Q2 2014 | 114 | $175M | +$11.7M | -$4.74M | +$6.98M | IJH, IJR, RPV, RFG, RPG | Restatement | 10/24/2014, 01:57 PM |
| Q1 2014 | 104 | $164M | +$4.12M | -$3.82M | +$294K | IJH, IJR, RFG, RPV, RPG | 13F-HR | 4/14/2014, 01:43 PM |
| Q4 2013 | 109 | $161M | $0 | $0 | IJH, IJR, RPV, RFG, RPG | Restatement | 2/5/2014, 03:29 PM |