| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2018 | 827 | $1.12B | +$99.2M | -$63M | +$36.2M | VYM, SPY, KO, VEA, XOM | 13F-HR | 8/14/2018, 09:25 AM |
| Q1 2018 | 865 | $1.06B | +$158M | -$81M | +$77.4M | VYM, SPY, KO, VEA, XOM | 13F-HR | 5/15/2018, 01:56 PM |
| Q4 2017 | 913 | $1.02B | +$92.8M | -$39.8M | +$53M | VYM, KO, SPY, XOM, VEA | 13F-HR | 2/13/2018, 03:33 PM |
| Q3 2017 | 883 | $920M | +$101M | -$87.3M | +$13.9M | VYM, KO, SPY, XOM, VEA | 13F-HR | 11/8/2017, 12:47 PM |
| Q2 2017 | 925 | $878M | +$88.2M | -$39.3M | +$48.9M | VYM, KO, SPY, XOM, VEA | 13F-HR | 10/27/2017, 11:30 AM |
| Q1 2017 | 934 | $817M | +$76.8M | -$63.7M | +$13.1M | VYM, KO, SPY, XOM, VEA | 13F-HR | 10/27/2017, 11:29 AM |
| Q4 2016 | 838 | $778M | $0 | $0 | VYM, KO, SPY, XOM, VEA | 13F-HR | 10/27/2017, 11:27 AM |