| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2020 | 930 | $3.13B | +$398M | -$250M | +$148M | VTI, AGG, IWF, IXUS, ITOT | 13F-HR | 7/30/2020, 01:27 PM |
| Q1 2020 | 907 | $2.51B | +$214M | -$296M | -$81.9M | VTI, AGG, IXUS, IWF, ITOT | 13F-HR | 4/29/2020, 04:05 PM |
| Q4 2019 | 950 | $3.23B | +$269M | -$158M | +$111M | VTI, IXUS, IWF, AGG, ITOT | 13F-HR | 2/18/2020, 03:58 PM |
| Q3 2019 | 933 | $2.92B | +$316M | -$157M | +$159M | VTI, IXUS, IWF, AGG, ITOT | 13F-HR | 10/21/2019, 12:38 PM |
| Q2 2019 | 932 | $2.74B | +$151M | -$141M | +$10.1M | VTI, IXUS, IWF, AGG, SPY | 13F-HR | 8/12/2019, 10:26 AM |
| Q1 2019 | 920 | $2.64B | +$370M | -$271M | +$99.1M | VTI, IXUS, IWF, AGG, SPY | 13F-HR | 4/23/2019, 08:40 AM |
| Q4 2018 | 861 | $2.26B | +$269M | -$429M | -$160M | VTI, IWF, IXUS, AGG, SPY | 13F-HR | 2/14/2019, 10:43 AM |
| Q3 2018 | 976 | $2.77B | +$183M | -$155M | +$27.3M | VTI, IWF, SPY, IXUS, AGG | 13F-HR | 11/13/2018, 10:05 AM |
| Q2 2018 | 989 | $2.61B | +$152M | -$140M | +$11.3M | VTI, IWF, SPY, IXUS, AGG | 13F-HR | 8/13/2018, 11:25 AM |
| Q1 2018 | 986 | $2.55B | +$383M | -$376M | +$6.4M | VTI, IWF, SPY, IXUS, AGG | 13F-HR | 5/10/2018, 02:48 PM |
| Q4 2017 | 976 | $2.57B | +$159M | -$123M | +$36.8M | VTI, SPY, IWF, BND, VXUS | 13F-HR | 2/14/2018, 02:08 PM |
| Q3 2017 | 938 | $2.41B | +$362M | -$191M | +$171M | VTI, SPY, IWF, BND, VXUS | 13F-HR | 11/14/2017, 08:42 AM |
| Q2 2017 | 636 | $2.16B | +$252M | -$272M | -$19.7M | VTI, SPY, IWF, BND, VXUS | 13F-HR | 8/14/2017, 11:21 AM |
| Q1 2017 | 911 | $2.14B | +$450M | -$178M | +$272M | VTI, SPY, IWF, BND, VXUS | 13F-HR | 5/15/2017, 03:50 PM |
| Q4 2016 | 660 | $1.79B | +$892M | -$134M | +$758M | VTI, SPY, BND, IWF, VXUS | 13F-HR | 2/14/2017, 02:09 PM |
| Q3 2016 | 280 | $1.04B | +$141M | -$248M | -$107M | BND, VTI, SPY, IWF, JNK | Restatement | 11/18/2016, 01:44 PM |
| Q2 2016 | 245 | $1.12B | +$157M | -$253M | -$95.1M | BND, JNK, VTI, IWF, SPY | 13F-HR | 8/15/2016, 10:10 AM |
| Q1 2016 | 237 | $1.2B | +$426M | -$426M | -$449K | JNK, BND, IWF, SPY, RWM | 13F-HR | 5/16/2016, 10:50 AM |
| Q4 2015 | 200 | $1.21B | +$423M | -$313M | +$110M | BND, EUM, IWF, TLT, SPY | 13F-HR | 2/16/2016, 10:29 AM |
| Q3 2015 | 111 | $1.09B | +$596M | -$644M | -$48M | EUM, BND, IWF, TLT, SPY | 13F-HR | 11/16/2015, 04:11 PM |
| Q2 2015 | 88 | $1.19B | +$629M | -$545M | +$84.1M | EUM, DXJ, REK, SPY, HEWG | 13F-HR | 8/14/2015, 03:43 PM |
| Q1 2015 | 135 | $1.13B | +$434M | -$584M | -$150M | SH, EUM, DXJ, JNK, INDY | 13F-HR | 5/15/2015, 12:29 PM |
| Q4 2014 | 153 | $1.25B | +$516M | -$580M | -$63.9M | EFZ, EDV, DXJ, PSP, TLT | 13F-HR | 2/17/2015, 04:42 PM |
| Q3 2014 | 126 | $1.3B | +$342M | -$485M | -$143M | RWM, EFZ, DXJ, CX, PSQ | 13F-HR | 11/13/2014, 01:31 PM |
| Q2 2014 | 137 | $1.45B | +$497M | -$306M | +$191M | RWM, MYY, EFZ, DXJ, PSP | 13F-HR | 8/8/2014, 04:49 PM |
| Q1 2014 | 134 | $1.24B | +$372M | -$340M | +$31.6M | RWM, EUM, DXJ, IWF, RYJ | 13F-HR | 5/15/2014, 02:02 PM |
| Q4 2013 | 138 | $1.21B | $0 | $0 | RWM, DXJ, EUFN, IWF, GE | 13F-HR | 2/14/2014, 11:05 AM |