| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 107 | $237M | +$6.57M | -$2.37M | +$4.2M | IJS, SPY, VTI, IJT, IVV | 13F-HR | 10/29/2024, 06:05 PM |
| Q2 2024 | 95 | $218M | +$4.67M | -$3.63M | +$1.04M | IJS, SPY, VTI, IJT, IVV | 13F-HR | 7/31/2024, 03:50 PM |
| Q1 2024 | 103 | $220M | +$5M | -$3.11M | +$1.88M | IJS, SPY, VTI, IJT, IVV | 13F-HR | 5/6/2024, 06:43 PM |
| Q4 2023 | 98 | $206M | +$4.83M | -$2.66M | +$2.17M | IJS, SPY, VTI, IJT, IVV | 13F-HR | 2/12/2024, 01:57 PM |
| Q3 2023 | 99 | $183M | +$1.47M | -$2.78M | -$1.31M | IJS, SPY, VTI, IVV, IJT | 13F-HR | 11/2/2023, 05:29 PM |
| Q2 2023 | 104 | $192M | +$1.99M | -$4.81M | -$2.82M | IJS, SPY, VTI, IVV, IJT | 13F-HR | 8/14/2023, 06:33 PM |
| Q1 2023 | 106 | $187M | +$1.86M | -$6.45M | -$4.59M | IJS, SPY, VTI, IVV, IJT | 13F-HR | 4/26/2023, 01:49 PM |
| Q4 2022 | 106 | $181M | +$3.63M | -$2.1M | +$1.53M | IJS, SPY, IVV, VTI, IJT | 13F-HR | 2/8/2023, 01:39 PM |
| Q3 2022 | 103 | $165M | +$5.5M | -$5.65M | -$150K | IJS, SPY, IVV, VTI, IJT | 13F-HR | 10/28/2022, 10:33 AM |
| Q2 2022 | 106 | $178M | +$5.88M | -$7.82M | -$1.94M | IJS, SPY, IVV, VTI, IJT | 13F-HR | 8/10/2022, 12:44 PM |
| Q1 2022 | 115 | $214M | +$2.22M | -$11.3M | -$9.06M | IJS, IVV, SPY, VTI, IJT | 13F-HR | 4/27/2022, 01:43 PM |
| Q4 2021 | 115 | $234M | +$7.01M | -$5.35M | +$1.65M | IJS, IVV, SPY, VTI, IJT | 13F-HR | 2/3/2022, 04:19 PM |
| Q3 2021 | 111 | $218M | +$1.8M | -$3.67M | -$1.88M | IJS, IVV, SPY, VTI, IJT | 13F-HR | 10/28/2021, 05:22 PM |
| Q2 2021 | 112 | $224M | +$2.63M | -$11.7M | -$9.09M | IJS, IVV, SPY, IJT, VTI | 13F-HR | 8/6/2021, 03:47 PM |
| Q1 2021 | 110 | $210M | +$6.35M | -$6.97M | -$616K | IJS, IVV, SPY, IJT, VTI | 13F-HR | 5/10/2021, 05:01 PM |
| Q4 2020 | 109 | $193M | +$31M | -$5.85M | +$25.1M | IJS, IVV, SPY, IJT, VTI | 13F-HR | 1/28/2021, 05:50 PM |
| Q3 2020 | 95 | $155M | +$4.82M | -$3.26M | +$1.56M | IVV, SPY, IJS, VTI, IJR | 13F-HR | 11/9/2020, 02:26 PM |
| Q2 2020 | 95 | $146M | +$6.94M | -$1.67M | +$5.27M | IVV, SPY, IJS, VTI, IJR | 13F-HR | 8/13/2020, 09:15 AM |
| Q1 2020 | 86 | $118M | +$15.5M | -$19.2M | -$3.65M | IVV, SPY, IJS, VTI, IEUR | 13F-HR | 5/7/2020, 11:31 AM |
| Q4 2019 | 106 | $155M | +$2.92M | -$924K | +$2M | IVV, IJS, SPY, VTI, IJR | 13F-HR | 1/30/2020, 01:57 PM |
| Q3 2019 | 100 | $143M | +$1.53M | -$2.72M | -$1.19M | IVV, IJS, SPY, VTI, IJR | 13F-HR | 10/17/2019, 05:03 PM |
| Q2 2019 | 97 | $144M | +$1.31M | -$15.4M | -$14.1M | IVV, IJS, SPY, VTI, IJR | 13F-HR | 7/30/2019, 12:51 PM |
| Q1 2019 | 101 | $154M | +$1.4M | -$37.5M | -$36.1M | IVV, SPY, IJS, IJR, VTI | 13F-HR | 4/23/2019, 12:58 PM |
| Q4 2018 | 110 | $170M | +$11M | -$4.98M | +$5.98M | SPY, IVV, IJS, IJR, VTI | 13F-HR | 2/4/2019, 02:58 PM |
| Q3 2018 | 112 | $193M | +$3.55M | -$5.3M | -$1.75M | SPY, IVV, IJS, IJR, VTI | 13F-HR | 11/8/2018, 12:08 PM |
| Q2 2018 | 111 | $185M | +$1.56M | -$4.44M | -$2.89M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 8/14/2018, 04:58 PM |
| Q1 2018 | 111 | $183M | +$4.78M | -$1.39M | +$3.39M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 5/14/2018, 02:00 PM |
| Q4 2017 | 108 | $181M | +$1M | -$4.79M | -$3.78M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 2/9/2018, 11:07 AM |
| Q3 2017 | 106 | $176M | +$1.89M | -$4.34M | -$2.45M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 11/6/2017, 09:47 AM |
| Q2 2017 | 112 | $171M | +$15.4M | -$5.81M | +$9.63M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 8/4/2017, 11:56 AM |
| Q1 2017 | 99 | $158M | +$10.8M | -$19.2M | -$8.3M | SPY, IJS, VTI, IVV, IJR | 13F-HR | 5/26/2017, 04:14 PM |
| Q4 2016 | 95 | $163M | +$32.3M | -$29.4M | +$2.87M | SPY, VTI, IJS, IVV, IJR | 13F-HR | 2/13/2017, 10:33 AM |
| Q3 2016 | 91 | $131M | +$4.62M | -$2.03M | +$2.59M | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 11/9/2016, 04:16 PM |
| Q2 2016 | 91 | $123M | +$1.98M | -$8.94M | -$6.96M | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 8/5/2016, 02:12 PM |
| Q1 2016 | 97 | $127M | +$11.7M | -$4.44M | +$7.27M | SPY, IVV, IJR, IJS, CL | 13F-HR | 5/6/2016, 12:42 PM |
| Q4 2015 | 96 | $119M | +$7.94M | -$6.83M | +$1.11M | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 2/10/2016, 12:48 PM |
| Q3 2015 | 87 | $112M | +$9.04M | -$3.93M | +$5.12M | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 11/6/2015, 04:32 PM |
| Q2 2015 | 91 | $116M | +$1.27M | -$13.7M | -$12.5M | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 8/7/2015, 02:24 PM |
| Q1 2015 | 95 | $129M | +$3.75M | -$4.53M | -$782K | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 5/13/2015, 02:18 PM |
| Q4 2014 | 92 | $127M | +$6.23M | -$4.76M | +$1.46M | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 2/4/2015, 05:21 PM |
| Q3 2014 | 82 | $122M | +$6.24M | -$3.84M | +$2.39M | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 10/31/2014, 03:59 PM |
| Q2 2014 | 72 | $121M | +$2.71M | -$1.35M | +$1.36M | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 8/13/2014, 04:54 PM |
| Q1 2014 | 74 | $116M | +$2.16M | -$6.13M | -$3.97M | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 5/15/2014, 04:48 PM |
| Q4 2013 | 70 | $120M | $0 | $0 | IVV, SPY, IJR, IJS, EWJ | 13F-HR | 1/28/2014, 02:47 PM |