| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 94 | $804M | +$6.98M | -$10.6M | -$3.61M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 8/8/2024, 03:34 PM |
| Q1 2024 | 95 | $797M | +$6.94M | -$12.6M | -$5.62M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 5/3/2024, 01:58 PM |
| Q4 2023 | 88 | $748M | +$11.2M | -$11.1M | +$50.8K | VTI, VTV, VNQ, VUG, VB | 13F-HR | 2/8/2024, 06:39 PM |
| Q3 2023 | 80 | $667M | +$1.59M | -$20.7M | -$19.1M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 10/25/2023, 09:39 PM |
| Q2 2023 | 89 | $719M | +$8.57M | -$7.34M | +$1.23M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 8/3/2023, 04:51 PM |
| Q1 2023 | 86 | $676M | +$12.1M | -$7.78M | +$4.3M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 5/3/2023, 02:22 PM |
| Q4 2022 | 80 | $640M | +$24.6M | -$9.05M | +$15.6M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 2/6/2023, 05:44 PM |
| Q3 2022 | 76 | $585M | +$13.4M | -$4.68M | +$8.74M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 11/7/2022, 05:54 PM |
| Q2 2022 | 82 | $613M | +$4.15M | -$36.1M | -$32M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 8/8/2022, 02:04 PM |
| Q1 2022 | 92 | $771M | +$35M | -$8.12M | +$26.9M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 5/9/2022, 04:12 PM |
| Q4 2021 | 95 | $789M | +$38.1M | -$7.13M | +$31M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 2/7/2022, 03:45 PM |
| Q3 2021 | 78 | $695M | +$13M | -$3.62M | +$9.35M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 11/10/2021, 01:51 PM |
| Q2 2021 | 73 | $690M | +$7.64M | -$10.7M | -$3.02M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 8/9/2021, 01:14 PM |
| Q1 2021 | 65 | $644M | +$16.4M | -$17.1M | -$754K | VTI, VTV, VNQ, VUG, VB | 13F-HR | 5/10/2021, 04:08 PM |
| Q4 2020 | 61 | $602M | +$3.31M | -$27.5M | -$24.2M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 2/9/2021, 09:53 PM |
| Q3 2020 | 62 | $550M | +$9.53M | -$6.74M | +$2.79M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 11/10/2020, 12:58 PM |
| Q2 2020 | 61 | $513M | +$23M | -$11.8M | +$11.2M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 8/11/2020, 09:56 PM |
| Q1 2020 | 50 | $421M | +$16M | -$9.92M | +$6.12M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 5/7/2020, 01:47 PM |
| Q4 2019 | 64 | $533M | +$4.33M | -$8.23M | -$3.9M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 2/4/2020, 04:24 PM |
| Q3 2019 | 63 | $503M | +$3.45M | -$8.8M | -$5.35M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 11/13/2019, 12:39 PM |
| Q2 2019 | 56 | $502M | +$8.27M | -$5.92M | +$2.34M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 8/5/2019, 01:47 PM |
| Q1 2019 | 53 | $485M | +$11.4M | -$9.94M | +$1.43M | VTI, VTV, VNQ, VUG, VB | 13F-HR | 5/9/2019, 01:48 PM |
| Q4 2018 | 52 | $426M | +$9.76M | -$4.23M | +$5.53M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 2/7/2019, 02:53 PM |
| Q3 2018 | 56 | $486M | +$8.62M | -$7.04M | +$1.58M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 11/5/2018, 04:22 PM |
| Q2 2018 | 53 | $460M | +$10.5M | -$5.27M | +$5.25M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 8/8/2018, 05:33 PM |
| Q1 2018 | 51 | $438M | +$10.8M | -$4.96M | +$5.86M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 4/17/2018, 02:09 PM |
| Q4 2017 | 51 | $440M | +$7.36M | -$1.94M | +$5.42M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 1/17/2018, 04:27 PM |
| Q3 2017 | 53 | $415M | +$8.8M | -$3.4M | +$5.4M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 10/24/2017, 01:59 PM |
| Q2 2017 | 51 | $396M | +$5.48M | -$2.64M | +$2.84M | VTI, VTV, VUG, VNQ, VB | 13F-HR | 7/11/2017, 03:22 PM |
| Q1 2017 | 51 | $385M | +$11.5M | -$8.62M | +$2.86M | VTV, VTI, VUG, VB, VNQ | 13F-HR | 4/7/2017, 06:11 PM |
| Q4 2016 | 53 | $367M | +$6.17M | -$2.98M | +$3.18M | VTV, VTI, VUG, VB, VNQ | 13F-HR | 1/20/2017, 05:34 PM |
| Q3 2016 | 47 | $354M | +$10.4M | -$2.02M | +$8.36M | VTV, VTI, VUG, VNQ, VB | 13F-HR | 10/12/2016, 12:46 PM |
| Q2 2016 | 42 | $336M | +$3.92M | -$1.99M | +$1.93M | VTV, VTI, VUG, VNQ, VB | 13F-HR | 7/15/2016, 12:11 PM |
| Q1 2016 | 41 | $325M | +$5.21M | -$2.42M | +$2.79M | VTV, VTI, VUG, VNQ, VB | 13F-HR | 4/12/2016, 12:57 PM |
| Q4 2015 | 45 | $318M | +$4.39M | -$3.4M | +$992K | VTV, VTI, VUG, VNQ, VB | 13F-HR | 1/15/2016, 02:36 PM |
| Q3 2015 | 45 | $301M | +$6.09M | -$1.39M | +$4.7M | VTV, VTI, VUG, VNQ, VB | 13F-HR | 10/14/2015, 11:29 AM |
| Q2 2015 | 44 | $318M | +$6.03M | -$5.53M | +$500K | VTV, VTI, VUG, VB, VNQ | 13F-HR | 7/13/2015, 01:47 PM |
| Q1 2015 | 43 | $323M | +$5.24M | -$2.96M | +$2.28M | VTV, VTI, VUG, VB, VNQ | 13F-HR | 4/9/2015, 10:58 AM |
| Q4 2014 | 44 | $316M | +$2.44M | -$2.75M | -$314K | VTV, VUG, VTI, VB, VNQ | 13F-HR | 1/20/2015, 11:02 AM |
| Q3 2014 | 41 | $301M | +$3.97M | -$8.08M | -$4.11M | VTV, VUG, VTI, VB, VNQ | 13F-HR | 10/16/2014, 03:52 PM |
| Q2 2014 | 41 | $309M | +$7.86M | -$716K | +$7.14M | VTV, VUG, VTI, VB, VNQ | 13F-HR | 7/21/2014, 12:54 PM |
| Q1 2014 | 41 | $289M | +$8.56M | -$4.41M | +$4.15M | VTV, VUG, VTI, VB, VNQ | 13F-HR | 4/8/2014, 02:53 PM |
| Q4 2013 | 41 | $278M | $0 | $0 | VTV, VUG, VB, VTI, VNQ | 13F-HR | 1/16/2014, 01:24 PM |