| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 627 | $1.23B | +$48.1M | -$5.34M | +$42.7M | SPY, VEA, IJH, IVV, GVI | 13F-HR | 10/23/2024, 09:53 AM |
| Q2 2024 | 523 | $1.13B | +$140M | -$6M | +$134M | SPY, VEA, IJH, GVI, IVV | 13F-HR | 7/24/2024, 10:42 AM |
| Q1 2024 | 468 | $989M | +$82.7M | -$34.1M | +$48.7M | SPY, VEA, GVI, IJH, VEU | 13F-HR | 5/13/2024, 01:54 PM |
| Q4 2023 | 473 | $923M | +$81.5M | -$68.5M | +$13M | SPY, VEA, GVI, IJH, VEU | 13F-HR | 1/31/2024, 03:41 PM |
| Q3 2023 | 467 | $825M | +$14.5M | -$17.7M | -$3.22M | SPY, GVI, VEA, VEU, IWB | 13F-HR | 10/27/2023, 09:50 AM |
| Q2 2023 | 469 | $879M | +$17.1M | -$11.3M | +$5.77M | SPY, GVI, VEA, VEU, IWB | 13F-HR | 8/28/2023, 11:47 AM |
| Q1 2023 | 471 | $825M | +$77.1M | -$54.1M | +$23M | SPY, GVI, VEA, VEU, IWB | 13F-HR | 5/3/2023, 10:52 AM |
| Q4 2022 | 490 | $762M | +$109M | -$10.2M | +$98.9M | SPY, GVI, VEA, IWB, EFA | 13F-HR | 1/31/2023, 01:08 PM |
| Q3 2022 | 461 | $611M | +$47.6M | -$66.1M | -$18.5M | SPY, GVI, VEA, IWB, IWR | 13F-HR | 11/14/2022, 09:42 AM |
| Q2 2022 | 168 | $673M | +$30M | -$31.5M | -$1.56M | SPY, GVI, VEA, IEFA, IWB | 13F-HR | 7/25/2022, 01:12 PM |
| Q1 2022 | 166 | $775M | +$61.7M | -$27.4M | +$34.2M | SPY, GVI, VEA, IWB, IEFA | 13F-HR | 5/9/2022, 01:59 PM |
| Q4 2021 | 134 | $769M | +$54.7M | -$76.2M | -$21.6M | SPY, GVI, VEA, IWB, IEFA | 13F-HR | 2/7/2022, 11:43 AM |
| Q3 2021 | 144 | $746M | +$49.4M | -$14.3M | +$35.1M | SPY, GVI, VEA, MBB, IEFA | 13F-HR | 10/13/2021, 08:55 AM |
| Q2 2021 | 117 | $723M | +$13.7M | -$15.7M | -$2.03M | SPY, GVI, VEA, MBB, DOW | 13F-HR | 7/26/2021, 03:59 PM |
| Q1 2021 | 122 | $694M | +$69.7M | -$38.5M | +$31.2M | SPY, GVI, VEA, MBB, DOW | 13F-HR | 5/6/2021, 03:55 PM |
| Q4 2020 | 112 | $628M | +$35.1M | -$171M | -$136M | SPY, VEA, MBB, GVI, DD | 13F-HR | 1/20/2021, 10:26 AM |
| Q3 2020 | 108 | $695M | +$47.2M | -$201M | -$153M | SPY, VEA, MBB, GVI, JNK | 13F-HR | 10/29/2020, 02:23 PM |
| Q2 2020 | 111 | $806M | +$182M | -$82.1M | +$99.6M | SPY, VEA, VUG, MBB, IWB | 13F-HR | 8/10/2020, 10:59 AM |
| Q1 2020 | 114 | $616M | +$22.2M | -$288M | -$266M | SPY, VEA, SHY, MBB, IGSB | 13F-HR | 5/8/2020, 11:08 AM |
| Q4 2019 | 154 | $1.09B | +$283M | -$2.59M | +$281M | SPY, VEA, IJH, TOTL, SHY | 13F-HR | 1/28/2020, 08:53 AM |
| Q3 2019 | 72 | $772M | +$57.8M | -$12.4M | +$45.4M | SPY, VEA, IJH, TOTL, SHY | 13F-HR | 11/5/2019, 08:35 AM |
| Q2 2019 | 72 | $721M | +$41.8M | -$48.1M | -$6.27M | SPY, VEA, IJH, TOTL, SHY | 13F-HR | 7/30/2019, 10:58 AM |
| Q1 2019 | 61 | $711M | +$72M | -$39.7M | +$32.3M | SPY, VEA, IJH, TOTL, SHY | 13F-HR | 4/30/2019, 09:20 AM |
| Q4 2018 | 70 | $625M | +$72.8M | -$78.7M | -$5.92M | SPY, VEA, IJH, TOTL, SHY | 13F-HR | 1/30/2019, 10:27 AM |
| Q3 2018 | 72 | $699M | +$84.4M | -$12.6M | +$71.8M | SPY, IJH, TOTL, IGSB, VEA | 13F-HR | 10/26/2018, 09:54 AM |
| Q2 2018 | 73 | $647M | +$91.2M | -$95.6M | -$4.41M | SPY, TOTL, IGSB, IJH, VEA | 13F-HR | 7/25/2018, 09:37 AM |
| Q1 2018 | 81 | $644M | +$29.7M | -$4.53M | +$25.2M | SPY, VEA, TOTL, AGG, IJH | 13F-HR | 5/4/2018, 10:16 AM |
| Q4 2017 | 88 | $631M | +$52.5M | -$34.5M | +$18M | SPY, VEA, TOTL, AGG, IJH | 13F-HR | 1/30/2018, 10:13 AM |
| Q3 2017 | 88 | $596M | +$83.5M | -$19.6M | +$64M | SPY, TOTL, AGG, IJH, VEA | 13F-HR | 11/7/2017, 09:17 AM |
| Q2 2017 | 67 | $519M | +$68.1M | -$178K | +$67.9M | SPY, TOTL, IJH, AGG, VEA | 13F-HR | 7/27/2017, 09:30 AM |
| Q1 2017 | 64 | $443M | +$64.4M | -$18M | +$46.4M | SPY, IJH, AGG, VEA, IJR | 13F-HR | 5/1/2017, 11:33 AM |
| Q4 2016 | 70 | $395M | +$20.1M | -$17.3M | +$2.76M | SPY, IJH, AGG, IJR, VEA | 13F-HR | 1/30/2017, 09:19 AM |
| Q3 2016 | 71 | $390M | +$30.6M | -$15.9M | +$14.7M | SPY, AGG, IJH, JNK, VEA | 13F-HR | 10/27/2016, 01:23 PM |
| Q2 2016 | 69 | $368M | +$20.6M | -$13.6M | +$6.98M | SPY, AGG, IJH, JNK, ICF | 13F-HR | 7/29/2016, 09:53 AM |
| Q1 2016 | 67 | $353M | +$37.7M | -$25.5M | +$12.2M | SPY, AGG, IJH, JNK, ICF | 13F-HR | 5/2/2016, 09:49 AM |
| Q4 2015 | 63 | $336M | +$19.9M | -$13.5M | +$6.39M | SPY, AGG, IJH, JNK, VEA | 13F-HR | 1/29/2016, 01:45 PM |
| Q3 2015 | 62 | $323M | +$4.14M | -$45.8M | -$41.6M | SPY, AGG, IJH, VEA, JNK | 13F-HR | 10/30/2015, 09:40 AM |
| Q2 2015 | 124 | $386M | +$62.4M | -$2M | +$60.4M | SPY, AGG, IJH, VEA, JNK | 13F-HR | 7/29/2015, 11:49 AM |
| Q1 2015 | 56 | $330M | +$33.2M | -$28.2M | +$4.95M | SPY, AGG, IJH, VEA, JNK | 13F-HR | 4/24/2015, 10:09 AM |
| Q4 2014 | 57 | $319M | +$26.6M | -$20.5M | +$6.12M | SPY, AGG, IJH, JNK, IJR | 13F-HR | 1/28/2015, 09:50 AM |
| Q3 2014 | 85 | $308M | +$35.8M | -$13.7M | +$22.1M | SPY, IJH, AGG, JNK, IJR | 13F-HR | 11/6/2014, 10:15 AM |
| Q2 2014 | 62 | $292M | +$29.6M | $0 | +$29.6M | SPY, IJH, AGG, JNK, IJR | 13F-HR | 8/4/2014, 10:56 AM |
| Q1 2014 | 56 | $253M | +$22.8M | -$18.2M | +$4.54M | SPY, IJH, AGG, JNK, IJR | 13F-HR | 5/2/2014, 09:43 AM |
| Q4 2013 | 61 | $244M | $0 | $0 | SPY, IJH, AGG, IJR, JNK | 13F-HR | 1/28/2014, 10:23 AM |