| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 82 | $997M | +$59.8M | -$48.9M | +$10.9M | VTI, IEF, USFR, STIP, VEU | 13F-HR | 11/4/2024, 09:09 AM |
| Q2 2024 | 84 | $942M | +$63.3M | -$30.8M | +$32.6M | VTI, IEF, USFR, STIP, VEU | 13F-HR | 8/9/2024, 05:45 PM |
| Q1 2024 | 82 | $900M | +$141M | -$154M | -$13.1M | VTI, IEF, USFR, STIP, VEU | 13F-HR | 4/15/2024, 02:46 PM |
| Q4 2023 | 82 | $877M | +$71.4M | -$78.2M | -$6.81M | VTI, IEF, VEU, UTEN, ITOT | 13F-HR | 2/8/2024, 11:24 AM |
| Q3 2023 | 74 | $816M | +$22.8M | -$25.5M | -$2.69M | VTI, IEF, VEU, SHY, MUB | 13F-HR | 10/12/2023, 08:59 AM |
| Q2 2023 | 76 | $854M | +$23.8M | -$13.6M | +$10.2M | VTI, IEF, VEU, SHY, MUB | 13F-HR | 7/18/2023, 04:54 PM |
| Q1 2023 | 69 | $820M | +$27.3M | -$29.6M | -$2.3M | VTI, IEF, VEU, SHY, MUB | 13F-HR | 5/4/2023, 04:31 PM |
| Q4 2022 | 71 | $782M | +$19.1M | -$61.5M | -$42.4M | VTI, IEF, VEU, IEI, SHY | 13F-HR | 2/14/2023, 08:00 AM |
| Q3 2022 | 64 | $791M | +$64M | -$132M | -$67.6M | VTI, IEF, VEU, IEI, ITOT | 13F-HR | 11/14/2022, 01:38 PM |
| Q2 2022 | 65 | $913M | +$31.8M | -$30.8M | +$1.01M | VTI, IEF, VEU, SCHP, MUB | 13F-HR | 8/12/2022, 11:27 AM |
| Q1 2022 | 78 | $1.03B | +$33.6M | -$23.6M | +$10.1M | VTI, IEF, VEU, MUB, SCHP | 13F-HR | 4/12/2022, 04:15 PM |
| Q4 2021 | 83 | $1.09B | +$28.1M | -$17.4M | +$10.7M | VTI, IEF, VEU, MUB, IEI | 13F-HR | 2/11/2022, 11:13 AM |
| Q3 2021 | 77 | $1.03B | +$148M | -$149M | -$574K | VTI, IEF, VEU, MUB, SCHP | 13F-HR | 11/12/2021, 05:31 PM |
| Q2 2021 | 77 | $1.04B | +$36.3M | -$40.8M | -$4.5M | VTI, IEF, AGG, VEU, MUB | 13F-HR | 8/16/2021, 09:22 AM |
| Q1 2021 | 748 | $996M | +$49M | -$27.6M | +$21.4M | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 4/29/2021, 07:34 PM |
| Q4 2020 | 61 | $960M | +$31.1M | -$18.7M | +$12.5M | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 2/2/2021, 03:45 PM |
| Q3 2020 | 58 | $879M | +$25.1M | -$5.77M | +$19.3M | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 10/28/2020, 08:11 AM |
| Q2 2020 | 53 | $822M | +$72.4M | -$82.6M | -$10.2M | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 7/29/2020, 07:26 AM |
| Q1 2020 | 241 | $743M | +$104M | -$126M | -$22M | VTI, IEF, VEU, SCHP, AGG | 13F-HR | 4/29/2020, 02:52 PM |
| Q4 2019 | 668 | $840M | +$9.62M | -$14.7M | -$5.07M | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 1/29/2020, 02:25 PM |
| Q3 2019 | 188 | $814M | +$85.5M | -$2.53M | +$83M | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 10/16/2019, 05:58 PM |
| Q2 2019 | 179 | $724M | +$4.71M | -$3.56M | +$1.15M | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 7/29/2019, 07:55 PM |
| Q1 2019 | 186 | $702M | +$15.4M | -$12.8M | +$2.6M | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 5/13/2019, 03:39 PM |
| Q4 2018 | 185 | $647M | +$116M | -$259M | -$143M | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 2/14/2019, 10:27 AM |
| Q3 2018 | 191 | $853M | +$6.35M | -$54.2M | -$47.9M | VTI, IEF, TIP, VEU, IEI | 13F-HR | 11/14/2018, 10:24 AM |
| Q2 2018 | 193 | $879M | +$6.59M | -$10.8M | -$4.17M | VTI, IEF, VEU, TIP, IEI | 13F-HR | 8/14/2018, 11:50 AM |
| Q1 2018 | 198 | $875M | +$15.3M | -$14.9M | +$326K | VTI, IEF, VEU, TIP, IEI | 13F-HR | 5/14/2018, 06:47 PM |
| Q4 2017 | 222 | $887M | +$10.2M | -$54.8M | -$44.7M | VTI, IEF, VEU, TIP, IEI | 13F-HR | 2/13/2018, 07:38 PM |
| Q3 2017 | 183 | $906M | +$13.3M | -$6.34M | +$6.96M | VTI, IEF, VEU, TIP, IEI | 13F-HR | 11/14/2017, 05:08 PM |
| Q2 2017 | 176 | $878M | +$3.23M | -$54.5M | -$51.2M | VTI, IEF, VEU, TIP, TFI | 13F-HR | 8/22/2017, 10:22 AM |
| Q1 2017 | 187 | $912M | +$40.8M | -$20.4M | +$20.4M | VTI, IEF, VEU, TIP, IEI | 13F-HR | 4/11/2017, 01:50 PM |
| Q4 2016 | 185 | $863M | +$68M | -$82.9M | -$14.9M | VTI, IEF, VEU, TIP, TFI | 13F-HR | 1/11/2017, 06:10 PM |
| Q3 2016 | 197 | $891M | +$8.11M | -$8.36M | -$247K | IEF, VTI, VEU, MUB, IEI | 13F-HR | 10/13/2016, 08:59 AM |
| Q2 2016 | 200 | $876M | +$10.3M | -$8.25M | +$2.05M | IEF, VTI, VEU, MUB, IEI | 13F-HR | 8/12/2016, 04:59 PM |
| Q1 2016 | 210 | $856M | +$49.7M | -$25.5M | +$24.1M | VTI, IEF, VEU, MUB, IEI | 13F-HR | 9/20/2017, 04:25 PM |
| Q4 2015 | 219 | $814M | +$17.2M | -$40.8M | -$23.5M | IEF, VTI, VEU, MUB, IWV | 13F-HR | 1/13/2016, 11:42 AM |
| Q3 2015 | 240 | $824M | +$11M | -$8.64M | +$2.39M | IEF, VTI, VEU, MUB, IEI | 13F-HR | 11/13/2015, 12:58 PM |
| Q2 2015 | 377 | $849M | +$69.3M | -$48.3M | +$21M | VTI, IEF, VEU, MUB, IEI | 13F-HR | 8/24/2015, 04:53 PM |
| Q1 2015 | 913 | $841M | +$99.7M | -$1.12M | +$98.6M | VTI, IEF, VEU, IEI, IVV | 13F-HR | 5/13/2015, 02:02 PM |
| Q4 2014 | 198 | $728M | +$15.9M | -$1.9M | +$14M | VTI, IEF, VEU, IEI, IVV | 13F-HR | 2/10/2015, 05:52 PM |
| Q3 2014 | 244 | $693M | +$22.2M | -$322K | +$21.9M | VTI, IEF, VEU, IEI, IVV | 13F-HR | 11/13/2014, 07:29 PM |
| Q2 2014 | 166 | $676M | +$23.3M | -$1.38M | +$22M | VTI, IEF, VEU, IEI, IVV | 13F-HR | 8/12/2014, 02:20 PM |
| Q1 2014 | 161 | $634M | +$30.2M | -$5.33M | +$24.9M | VTI, IEF, VEU, IEI, IVV | 13F-HR | 5/13/2014, 03:11 PM |
| Q4 2013 | 119 | $598M | $0 | $0 | VTI, IEF, VEU, IEI, TLH | 13F-HR | 2/11/2014, 06:23 PM |