Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
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Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 3,554 | $103B | +$7.47B | -$1.18B | +$6.29B | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 2/14/2025, 01:39 PM |
Q3 2024 | 3,265 | $101B | +$2.9B | -$1.28B | +$1.63B | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 10/11/2024, 01:22 PM |
Q2 2024 | 3,001 | $93.6B | +$4.29B | -$1.14B | +$3.15B | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 8/15/2024, 02:01 PM |
Q1 2024 | 2,845 | $90.2B | +$35.3B | -$1.57B | +$33.7B | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 5/10/2024, 05:37 PM |
Q4 2023 | 2,720 | $53.9B | +$2.04B | -$30.3B | -$28.2B | VO, VTI, VCIT, SPDW, AAPL | 13F-HR | 2/14/2024, 05:26 PM |
Q3 2023 | 2,808 | $74.9B | +$3.6B | -$727M | +$2.87B | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 11/16/2023, 10:09 AM |
Q2 2023 | 2,530 | $75.1B | +$3.5B | -$835M | +$2.66B | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 7/21/2023, 02:04 PM |
Q1 2023 | 2,542 | $69.4B | +$1.4B | -$2.02B | -$616M | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 5/15/2023, 02:58 PM |
Q4 2022 | 2,379 | $66.5B | +$5.13B | -$675M | +$4.45B | IVV, VEA, BND, IEMG, VV | 13F-HR | 2/10/2023, 05:25 PM |
Q3 2022 | 2,216 | $57.8B | +$2.93B | -$1.45B | +$1.48B | IVV, VEA, BND, IEMG, VV | 13F-HR | 11/3/2022, 04:04 PM |
Q2 2022 | 2,185 | $60.7B | +$6.95B | -$1.53B | +$5.42B | IVV, VEA, IEMG, BND, VV | 13F-HR | 8/15/2022, 04:35 PM |
Q1 2022 | 2,274 | $64.6B | +$7.32B | -$1.14B | +$6.17B | IVV, VEA, BND, IEMG, VTI | 13F-HR | 5/16/2022, 01:01 PM |
Q4 2021 | 2,075 | $62.2B | +$3.76B | -$808M | +$2.95B | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 2/11/2022, 02:56 PM |
Q3 2021 | 2,053 | $56.4B | +$2.85B | -$1.92B | +$931M | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 11/10/2021, 09:49 AM |
Q2 2021 | 1,975 | $56.3B | +$6.81B | -$2.9B | +$3.91B | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 8/4/2021, 05:18 PM |
Q1 2021 | 2,332 | $49.5B | +$2.93B | -$610M | +$2.32B | IVV, VEA, IEMG, VCIT, BND | 13F-HR | 4/30/2021, 03:26 PM |
Q4 2020 | 2,106 | $45.3B | +$3.56B | -$899M | +$2.66B | IVV, VEA, IEMG, VCIT, AGG | 13F-HR | 1/29/2021, 04:26 PM |
Q3 2020 | 1,980 | $38.2B | +$2.94B | -$640M | +$2.3B | IVV, VEA, VCIT, IEMG, AGG | 13F-HR | 11/5/2020, 02:53 PM |
Q2 2020 | 1,815 | $34.5B | +$2.69B | -$898M | +$1.79B | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 7/23/2020, 11:27 AM |
Q1 2020 | 1,730 | $28.2B | +$4.4B | -$3.37B | +$1.03B | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 5/5/2020, 12:23 PM |
Q4 2019 | 1,875 | $33.3B | +$1.42B | -$581M | +$835M | VEA, AGG, IVV, VCIT, IEMG | 13F-HR | 1/30/2020, 04:20 PM |
Q3 2019 | 1,868 | $30.7B | +$1.48B | -$502M | +$983M | VEA, AGG, VCIT, IVV, IEMG | 13F-HR | 11/1/2019, 02:28 PM |
Q2 2019 | 1,887 | $29.7B | +$1.8B | -$502M | +$1.3B | VEA, VCIT, AGG, IVV, IEMG | 13F-HR | 7/26/2019, 10:20 AM |
Q1 2019 | 1,849 | $27.7B | +$1.18B | -$387M | +$793M | VEA, VCIT, IVV, AGG, IEMG | 13F-HR | 4/24/2019, 02:48 PM |
Q4 2018 | 1,802 | $24.4B | +$1.85B | -$1.37B | +$476M | VEA, VCIT, AGG, IVV, IEMG | Restatement | 2/12/2019, 02:48 PM |
Q3 2018 | 1,931 | $26.9B | +$1.48B | -$783M | +$699M | VEA, IVV, VCIT, IEMG, AGG | 13F-HR | 10/25/2018, 03:09 PM |
Q2 2018 | 1,912 | $25.4B | +$1.9B | -$1.12B | +$777M | VEA, IVV, VCIT, IEMG, VO | 13F-HR | 7/20/2018, 02:53 PM |
Q1 2018 | 1,899 | $24.5B | +$2.55B | -$777M | +$1.78B | VEA, IVV, IEMG, VCIT, VO | 13F-HR | 4/18/2018, 05:14 PM |
Q4 2017 | 1,877 | $23.2B | +$1.59B | -$644M | +$944M | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 1/17/2018, 11:39 AM |
Q3 2017 | 1,856 | $21.5B | +$1.69B | -$545M | +$1.14B | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 10/17/2017, 02:40 PM |
Q2 2017 | 4,468 | $19.7B | +$1.47B | -$365M | +$1.11B | VEA, IVV, VCIT, VO, AGG | 13F-HR | 7/12/2017, 04:02 PM |
Q1 2017 | 4,471 | $18.3B | +$1.41B | -$249M | +$1.16B | VEA, IVV, VCIT, VO, AGG | 13F-HR | 4/7/2017, 03:33 PM |
Q4 2016 | 4,410 | $16.4B | +$1.02B | -$318M | +$699M | VEA, VCIT, IVV, VO, AGG | 13F-HR | 1/9/2017, 04:21 PM |
Q3 2016 | 4,350 | $15.7B | +$1.66B | -$244M | +$1.42B | VEA, VCIT, IVV, AGG, VO | 13F-HR | 10/12/2016, 09:55 AM |
Q2 2016 | 4,180 | $13.8B | +$908M | -$241M | +$667M | VEA, VCIT, IVV, VO, AGG | 13F-HR | 7/12/2016, 01:29 PM |
Q1 2016 | 4,173 | $12.8B | +$1.09B | -$558M | +$529M | VEA, VCIT, IVV, VO, AGG | 13F-HR | 4/8/2016, 10:32 AM |
Q4 2015 | 4,243 | $12.2B | +$1.06B | -$453M | +$612M | VEA, VCIT, IVV, AGG, VO | 13F-HR | 1/11/2016, 01:59 PM |
Q3 2015 | 4,168 | $11.3B | +$1.62B | -$395M | +$1.22B | VEA, VCIT, AGG, IVV, VO | 13F-HR | 10/9/2015, 03:14 PM |
Q2 2015 | 1,070 | $11B | +$1.32B | -$709M | +$613M | VCIT, VO, VEA, AGG, IVV | 13F-HR | 7/9/2015, 12:10 PM |
Q1 2015 | 4,040 | $10.6B | +$1.66B | -$749M | +$914M | VO, VEA, VCIT, SJNK, IVV | 13F-HR | 4/13/2015, 05:02 PM |
Q4 2014 | 3,986 | $9.61B | +$1.26B | -$316M | +$940M | VO, VCIT, VEA, IVV, VV | 13F-HR | 1/29/2015, 10:25 AM |
Q3 2014 | 3,836 | $8.62B | +$1.6B | -$492M | +$1.11B | VO, VCIT, VEA, VV, IVV | 13F-HR | 10/10/2014, 10:09 AM |
Q2 2014 | 3,623 | $7.71B | +$974M | -$153M | +$821M | VEA, VO, VV, VWO, VCIT | 13F-HR | 8/20/2014, 03:55 PM |
Q1 2014 | 3,494 | $6.64B | +$802M | -$99.1M | +$703M | VV, VEA, VO, VWO, VCIT | 13F-HR | 4/11/2014, 11:24 AM |
Q4 2013 | 3,300 | $5.86B | $0 | $0 | VV, VEA, VO, VWO, BNDX | 13F-HR | 1/6/2014, 10:51 AM |