| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 186 | $1.15B | +$27.6M | -$23.5M | +$4.17M | IVV, RSP, IWM, HDV, EFA | 13F-HR | 7/11/2024, 01:08 PM |
| Q1 2024 | 185 | $1.15B | +$43.7M | -$10.9M | +$32.8M | IVV, RSP, IWM, HDV, EFA | 13F-HR | 4/12/2024, 09:29 AM |
| Q4 2023 | 164 | $1.05B | +$10.3M | -$20.9M | -$10.6M | IVV, RSP, IWM, HDV, EFA | 13F-HR | 1/16/2024, 11:12 AM |
| Q3 2023 | 160 | $940M | +$3.92M | -$12.7M | -$8.76M | IVV, RSP, IWM, HDV, EFA | 13F-HR | 10/5/2023, 09:53 AM |
| Q2 2023 | 164 | $1.02B | +$4.97M | -$20.6M | -$15.6M | IVV, RSP, IWM, HDV, EFA | 13F-HR | 7/17/2023, 04:15 PM |
| Q1 2023 | 163 | $990M | +$13.9M | -$8.48M | +$5.42M | RSP, IVV, IWM, HDV, EFA | 13F-HR | 4/10/2023, 09:20 AM |
| Q4 2022 | 158 | $948M | +$20M | -$22.3M | -$2.32M | RSP, IVV, IWM, HDV, EFA | 13F-HR | 1/10/2023, 02:25 PM |
| Q3 2022 | 151 | $869M | +$19.4M | -$13.3M | +$6.07M | RSP, IVV, IWM, HDV, EFA | 13F-HR | 10/7/2022, 02:01 PM |
| Q2 2022 | 149 | $921M | +$21.3M | -$60.4M | -$39.1M | RSP, IVV, IWM, HDV, EFA | 13F-HR | 7/7/2022, 03:40 PM |
| Q1 2022 | 159 | $1.13B | +$33.2M | -$8M | +$25.2M | RSP, IVV, IWM, HDV, EFA | 13F-HR | 4/11/2022, 07:51 AM |
| Q4 2021 | 167 | $1.16B | +$14M | -$7.02M | +$6.98M | IVV, RSP, IWM, EFA, HDV | 13F-HR | 3/17/2022, 10:10 AM |
| Q3 2021 | 60 | $91.2M | $0 | $0 | VTI, HCA, IJR, VTWO, AAPL | 13F-HR | 11/15/2021, 06:11 AM | |
| Q2 2021 | 164 | $1.05B | +$65.4M | -$11.6M | +$53.8M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 8/2/2021, 02:46 PM |
| Q1 2021 | 135 | $949M | +$31.6M | -$2.84M | +$28.7M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 4/20/2021, 01:13 PM |
| Q4 2020 | 131 | $849M | +$33.4M | -$2.92M | +$30.5M | IVV, RSP, IWM, EFA, HDV | 13F-HR | 1/21/2021, 01:23 PM |
| Q3 2020 | 117 | $721M | +$54.4M | -$3.25M | +$51.1M | IVV, RSP, IWM, EFA, HDV | 13F-HR | 10/20/2020, 03:09 PM |
| Q2 2020 | 104 | $635M | +$27.8M | -$28.4M | -$594K | IVV, RSP, IWM, EFA, HDV | 13F-HR | 7/14/2020, 11:05 AM |
| Q1 2020 | 90 | $537M | +$13.9M | -$8.58M | +$5.28M | IVV, RSP, IWM, EFA, HDV | 13F-HR | 4/21/2020, 10:41 AM |
| Q4 2019 | 105 | $709M | +$8.88M | -$5.35M | +$3.53M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 1/22/2020, 02:08 PM |
| Q3 2019 | 100 | $659M | +$6.01M | -$7.95M | -$1.95M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 10/24/2019, 12:59 PM |
| Q2 2019 | 97 | $661M | +$19.5M | -$3.94M | +$15.6M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 7/18/2019, 04:35 PM |
| Q1 2019 | 99 | $630M | +$22.8M | -$3.02M | +$19.7M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 4/26/2019, 09:16 AM |
| Q4 2018 | 92 | $543M | +$13.4M | -$11M | +$2.43M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 2/1/2019, 06:07 AM |
| Q3 2018 | 101 | $628M | +$5.45M | -$9.39M | -$3.94M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 11/8/2018, 06:06 AM |
| Q2 2018 | 101 | $606M | +$138M | -$120M | +$18.1M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 8/3/2018, 09:04 AM |
| Q1 2018 | 84 | $578M | +$4.41M | -$29.8M | -$25.4M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 5/4/2018, 09:31 AM |
| Q4 2017 | 88 | $613M | +$21.2M | -$10.9M | +$10.4M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 2/8/2018, 06:07 AM |
| Q3 2017 | 80 | $579M | +$10.4M | -$21.5M | -$11.1M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 11/8/2017, 06:10 AM |
| Q2 2017 | 74 | $569M | +$6.62M | -$8.74M | -$2.12M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 8/8/2017, 06:14 AM |
| Q1 2017 | 76 | $559M | +$12.2M | -$9.48M | +$2.75M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 5/5/2017, 07:31 AM |
| Q4 2016 | 72 | $534M | +$7.84M | -$6.7M | +$1.14M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 2/6/2017, 06:06 AM |
| Q3 2016 | 75 | $521M | +$11M | -$4.86M | +$6.13M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 11/7/2016, 11:10 AM |
| Q2 2016 | 67 | $499M | +$7.92M | -$5.36M | +$2.56M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 8/5/2016, 09:32 AM |
| Q1 2016 | 66 | $484M | +$13.1M | -$1.75M | +$11.3M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 5/10/2016, 07:54 AM |
| Q4 2015 | 62 | $463M | +$14.9M | -$10.5M | +$4.38M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 2/2/2016, 05:16 PM |
| Q3 2015 | 60 | $442M | +$8.25M | -$838K | +$7.42M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 11/6/2015, 01:04 PM |
| Q2 2015 | 57 | $471M | +$29.8M | -$2.05M | +$27.8M | RSP, IWM, IVV, EFA, HDV | 13F-HR | 8/4/2015, 04:28 PM |
| Q1 2015 | 59 | $447M | +$12.9M | -$2.34M | +$10.6M | RSP, IWM, IVV, EFA, HDV | 13F-HR | 4/29/2015, 10:25 AM |
| Q4 2014 | 59 | $431M | +$12.9M | -$8.42M | +$4.44M | RSP, IWM, IVV, EFA, HDV | 13F-HR | 1/15/2015, 04:39 PM |
| Q3 2014 | 54 | $412M | +$70.7M | -$17.3M | +$53.4M | RSP, IVV, IWM, EFA, HDV | 13F-HR | 10/22/2014, 04:24 PM |
| Q2 2014 | 46 | $370M | +$17M | -$59.3M | -$42.3M | RSP, IWM, IVV, EFA, HDV | 13F-HR | 7/16/2014, 02:16 PM |
| Q1 2014 | 47 | $397M | +$15.4M | -$5.31M | +$10.1M | RSP, IWM, IVV, EFA, HDV | 13F-HR | 5/1/2014, 03:33 PM |
| Q4 2013 | 52 | $382M | $0 | $0 | RSP, IWM, IVV, EFA, HDV | 13F-HR | 1/16/2014, 03:47 PM |