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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $1,007,233,778 | +$27,349,533 | -$30,323,983 | -$2,974,450 | VTI, IEF, CAOS, STIP, VEU | 13F-HR | 20 Jan 2026, 11:04 |
| Q3 2025 | 83 | $984,893,890 | +$105,679,141 | -$123,246,211 | -$17,567,070 | VTI, IEF, STIP, CAOS, VEU | 13F-HR | 07 Nov 2025, 11:39 |
| Q2 2025 | 78 | $945,866,333 | +$10,196,724 | -$103,940,402 | -$93,743,678 | VTI, IEF, STIP, USFR, VEU | 13F-HR | 22 Jul 2025, 10:39 |
| Q1 2025 | 89 | $985,970,212 | +$25,510,404 | -$37,299,885 | -$11,789,481 | VTI, IEF, USFR, STIP, VEU | 13F-HR | 14 Apr 2025, 17:36 |
| Q4 2024 | 87 | $992,734,284 | +$42,974,969 | -$28,060,681 | +$14,914,288 | VTI, IEF, USFR, STIP, VEU | 13F-HR | 15 Jan 2025, 08:48 |
| Q3 2024 | 82 | $997,129,352 | +$59,846,041 | -$48,933,497 | +$10,912,544 | VTI, IEF, USFR, STIP, VEU | 13F-HR | 04 Nov 2024, 09:09 |
| Q2 2024 | 84 | $942,391,838 | +$63,341,384 | -$30,782,073 | +$32,559,311 | VTI, IEF, USFR, STIP, VEU | 13F-HR | 09 Aug 2024, 17:45 |
| Q1 2024 | 82 | $900,276,611 | +$140,710,010 | -$153,768,282 | -$13,058,272 | VTI, IEF, USFR, STIP, VEU | 13F-HR | 15 Apr 2024, 14:46 |
| Q4 2023 | 82 | $876,903,720 | +$71,422,686 | -$78,236,445 | -$6,813,759 | VTI, IEF, VEU, UTEN, ITOT | 13F-HR | 08 Feb 2024, 11:24 |
| Q3 2023 | 74 | $816,387,169 | +$22,830,143 | -$25,522,790 | -$2,692,647 | VTI, IEF, VEU, SHY, MUB | 13F-HR | 12 Oct 2023, 08:59 |
| Q2 2023 | 76 | $853,879,513 | +$23,835,187 | -$13,627,777 | +$10,207,410 | VTI, IEF, VEU, SHY, MUB | 13F-HR | 18 Jul 2023, 16:54 |
| Q1 2023 | 69 | $819,610,034 | +$27,339,130 | -$29,640,942 | -$2,301,812 | VTI, IEF, VEU, SHY, MUB | 13F-HR | 04 May 2023, 16:31 |
| Q4 2022 | 71 | $781,536,938 | +$19,092,136 | -$61,486,818 | -$42,394,682 | VTI, IEF, VEU, IEI, SHY | 13F-HR | 14 Feb 2023, 08:00 |
| Q3 2022 | 64 | $790,899,000 | +$64,005,119 | -$131,642,306 | -$67,637,187 | VTI, IEF, VEU, IEI, ITOT | 13F-HR | 14 Nov 2022, 13:38 |
| Q2 2022 | 65 | $912,916,000 | +$31,809,230 | -$30,797,917 | +$1,011,313 | VTI, IEF, VEU, SCHP, MUB | 13F-HR | 12 Aug 2022, 11:27 |
| Q1 2022 | 78 | $1,028,700,000 | +$33,636,993 | -$23,568,175 | +$10,068,818 | VTI, IEF, VEU, MUB, SCHP | 13F-HR | 12 Apr 2022, 16:15 |
| Q4 2021 | 83 | $1,088,818,000 | +$28,070,270 | -$17,406,699 | +$10,663,571 | VTI, IEF, VEU, MUB, IEI | 13F-HR | 11 Feb 2022, 11:13 |
| Q3 2021 | 77 | $1,033,043,000 | +$148,272,489 | -$148,846,721 | -$574,232 | VTI, IEF, VEU, MUB, SCHP | 13F-HR | 12 Nov 2021, 17:31 |
| Q2 2021 | 77 | $1,040,349,000 | +$36,290,593 | -$40,791,937 | -$4,501,344 | VTI, IEF, AGG, VEU, MUB | 13F-HR | 16 Aug 2021, 09:22 |
| Q1 2021 | 748 | $995,917,000 | +$48,982,441 | -$27,578,659 | +$21,403,782 | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 29 Apr 2021, 19:34 |
| Q4 2020 | 61 | $959,961,000 | +$31,148,654 | -$18,688,332 | +$12,460,322 | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 02 Feb 2021, 15:45 |
| Q3 2020 | 58 | $879,157,000 | +$25,091,117 | -$5,771,969 | +$19,319,148 | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 28 Oct 2020, 08:11 |
| Q2 2020 | 53 | $821,538,000 | +$72,385,820 | -$82,627,295 | -$10,241,475 | VTI, IEF, AGG, VEU, SCHP | 13F-HR | 29 Jul 2020, 07:26 |
| Q1 2020 | 241 | $742,856,000 | +$103,642,626 | -$125,639,264 | -$21,996,638 | VTI, IEF, VEU, SCHP, AGG | 13F-HR | 29 Apr 2020, 14:52 |
| Q4 2019 | 668 | $839,636,000 | +$9,621,267 | -$14,687,154 | -$5,065,887 | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 29 Jan 2020, 14:25 |
| Q3 2019 | 188 | $813,761,000 | +$85,496,470 | -$2,529,587 | +$82,966,883 | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 16 Oct 2019, 17:58 |
| Q2 2019 | 179 | $724,410,000 | +$4,709,570 | -$3,561,263 | +$1,148,307 | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 29 Jul 2019, 19:55 |
| Q1 2019 | 186 | $701,797,000 | +$15,434,079 | -$12,837,137 | +$2,596,942 | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 13 May 2019, 15:39 |
| Q4 2018 | 185 | $647,183,000 | +$116,376,093 | -$258,877,948 | -$142,501,855 | VTI, IEF, SCHP, VEU, MUB | 13F-HR | 14 Feb 2019, 10:27 |
| Q3 2018 | 191 | $853,035,000 | +$6,349,057 | -$54,210,636 | -$47,861,579 | VTI, IEF, TIP, VEU, IEI | 13F-HR | 14 Nov 2018, 10:24 |
| Q2 2018 | 193 | $878,674,000 | +$6,585,358 | -$10,756,866 | -$4,171,508 | VTI, IEF, VEU, TIP, IEI | 13F-HR | 14 Aug 2018, 11:50 |
| Q1 2018 | 198 | $874,682,000 | +$15,265,317 | -$14,939,364 | +$325,953 | VTI, IEF, VEU, TIP, IEI | 13F-HR | 14 May 2018, 18:47 |
| Q4 2017 | 222 | $887,337,000 | +$10,159,764 | -$54,843,408 | -$44,683,644 | VTI, IEF, VEU, TIP, IEI | 13F-HR | 13 Feb 2018, 19:38 |
| Q3 2017 | 183 | $905,693,000 | +$13,297,182 | -$6,336,667 | +$6,960,515 | VTI, IEF, VEU, TIP, IEI | 13F-HR | 14 Nov 2017, 17:08 |
| Q2 2017 | 176 | $877,561,000 | +$3,227,257 | -$54,462,452 | -$51,235,195 | VTI, IEF, VEU, TIP, TFI | 13F-HR | 22 Aug 2017, 10:22 |
| Q1 2017 | 187 | $911,837,000 | +$40,822,876 | -$20,392,304 | +$20,430,572 | VTI, IEF, VEU, TIP, IEI | 13F-HR | 11 Apr 2017, 13:50 |
| Q4 2016 | 185 | $862,702,000 | +$67,956,819 | -$82,899,115 | -$14,942,296 | VTI, IEF, VEU, TIP, TFI | 13F-HR | 11 Jan 2017, 18:10 |
| Q3 2016 | 197 | $890,586,000 | +$8,110,072 | -$8,357,214 | -$247,142 | IEF, VTI, VEU, MUB, IEI | 13F-HR | 13 Oct 2016, 08:59 |
| Q2 2016 | 200 | $875,916,000 | +$10,307,498 | -$8,254,864 | +$2,052,634 | IEF, VTI, VEU, MUB, IEI | 13F-HR | 12 Aug 2016, 16:59 |
| Q1 2016 | 210 | $856,077,000 | +$49,667,333 | -$25,530,896 | +$24,136,437 | VTI, IEF, VEU, MUB, IEI | 13F-HR | 20 Sep 2017, 16:25 |
| Q4 2015 | 219 | $813,680,000 | +$17,246,192 | -$40,787,316 | -$23,541,124 | IEF, VTI, VEU, MUB, IWV | 13F-HR | 13 Jan 2016, 11:42 |
| Q3 2015 | 240 | $823,650,000 | +$11,023,041 | -$8,636,187 | +$2,386,854 | IEF, VTI, VEU, MUB, IEI | 13F-HR | 13 Nov 2015, 12:58 |
| Q2 2015 | 377 | $848,537,000 | +$69,276,987 | -$48,300,389 | +$20,976,598 | VTI, IEF, VEU, MUB, IEI | 13F-HR | 24 Aug 2015, 16:53 |
| Q1 2015 | 913 | $840,704,000 | +$99,670,655 | -$1,117,872 | +$98,552,783 | VTI, IEF, VEU, IEI, IVV | 13F-HR | 13 May 2015, 14:02 |
| Q4 2014 | 198 | $727,618,000 | +$15,937,291 | -$1,901,144 | +$14,036,147 | VTI, IEF, VEU, IEI, IVV | 13F-HR | 10 Feb 2015, 17:52 |
| Q3 2014 | 244 | $693,475,000 | +$22,177,326 | -$321,782 | +$21,855,544 | VTI, IEF, VEU, IEI, IVV | 13F-HR | 13 Nov 2014, 19:29 |
| Q2 2014 | 166 | $676,145,000 | +$23,332,160 | -$1,381,038 | +$21,951,122 | VTI, IEF, VEU, IEI, IVV | 13F-HR | 12 Aug 2014, 14:20 |
| Q1 2014 | 161 | $634,182,000 | +$30,249,458 | -$5,330,930 | +$24,918,528 | VTI, IEF, VEU, IEI, IVV | 13F-HR | 13 May 2014, 15:11 |
| Q4 2013 | 119 | $598,324,000 | $0 | $0 | $0 | VTI, IEF, VEU, IEI, TLH | 13F-HR | 11 Feb 2014, 18:23 |