Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 107 | $606M | +$7.96M | -$4.41M | +$3.55M | IVV, IJH, AVEM, IEFA, IWM | 13F-HR | 1/16/2025, 05:33 PM |
Q3 2024 | 109 | $610M | +$9.67M | -$2.99M | +$6.68M | IVV, IJH, AVEM, IEFA, IWM | 13F-HR | 10/23/2024, 05:12 PM |
Q2 2024 | 104 | $567M | +$3.92M | -$10.5M | -$6.57M | IVV, IJH, AVEM, IEFA, IWM | 13F-HR | 7/16/2024, 05:50 PM |
Q1 2024 | 104 | $569M | +$75.2M | -$4.6M | +$70.6M | IVV, IJH, AVEM, IEFA, IWM | 13F-HR | 4/15/2024, 09:17 PM |
Q4 2023 | 97 | $514M | +$25.1M | -$43.9M | -$18.9M | IVV, IJH, IEFA, AVEM, IWM | 13F-HR | 2/8/2024, 05:26 PM |
Q3 2023 | 99 | $483M | +$27.2M | -$36.3M | -$9.16M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 10/13/2023, 10:21 AM |
Q2 2023 | 100 | $514M | +$11.2M | -$15.3M | -$4.12M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 7/20/2023, 10:31 AM |
Q1 2023 | 99 | $495M | +$21.3M | -$4.86M | +$16.4M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 4/11/2023, 03:26 PM |
Q4 2022 | 95 | $456M | +$42.8M | -$16.1M | +$26.7M | IVV, IJH, IEMG, IEFA, IWM | 13F-HR | 1/25/2023, 07:37 AM |
Q3 2022 | 87 | $419M | $0 | -$21.6M | -$21.6M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 10/13/2022, 08:05 PM |
Q2 2022 | 107 | $445M | +$45.4M | -$20.5M | +$24.9M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 7/18/2022, 09:13 PM |
Q1 2022 | 1,063 | $492M | +$6.28M | -$63.4M | -$57.2M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 4/22/2022, 05:46 PM |
Q4 2021 | 1,107 | $581M | +$11.4M | -$19.7M | -$8.38M | IVV, IJH, IEFA, AAPL, IEMG | 13F-HR | 1/5/2022, 05:43 PM |
Q3 2021 | 1,151 | $546M | +$6.67M | -$11.3M | -$4.61M | IVV, IJH, IEFA, IEMG, AAPL | 13F-HR | 10/12/2021, 04:28 PM |
Q2 2021 | 1,137 | $559M | +$25.6M | -$4.81M | +$20.7M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 7/16/2021, 01:46 PM |
Q1 2021 | 1,141 | $508M | +$3.11M | -$5.18M | -$2.07M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 4/27/2021, 04:29 PM |
Q4 2020 | 1,129 | $478M | +$10.7M | -$5.07M | +$5.6M | IVV, IJH, IEFA, IEMG, IWM | 13F-HR | 1/27/2021, 03:34 PM |
Q3 2020 | 1,141 | $411M | +$26.4M | -$8.16M | +$18.2M | IVV, IJH, IEFA, IEMG, AAPL | 13F-HR | 10/22/2020, 04:04 PM |
Q2 2020 | 1,148 | $386M | +$25.8M | -$12M | +$13.8M | IVV, IJH, AAPL, IEMG, IEFA | 13F-HR | 7/22/2020, 07:32 PM |
Q1 2020 | 1,102 | $309M | +$61.6M | -$33.3M | +$28.3M | IVV, IJH, AAPL, IEFA, IEMG | 13F-HR | 4/30/2020, 04:05 PM |
Q4 2019 | 1,111 | $366M | +$19.1M | -$10.1M | +$9.05M | IVV, IJH, IJR, IEMG, AAPL | 13F-HR | 1/31/2020, 03:31 PM |
Q3 2019 | 1,085 | $329M | +$10M | -$4.12M | +$5.91M | IVV, IJH, IJR, IEMG, AAPL | 13F-HR | 10/25/2019, 04:06 PM |
Q2 2019 | 1,092 | $319M | +$52.3M | -$12.3M | +$40M | IVV, IJH, IJR, IEMG, AAPL | 13F-HR | 8/2/2019, 12:23 PM |
Q1 2019 | 612 | $273M | +$5.4M | -$2.42M | +$2.98M | IVV, IJH, IJR, O, VEA | 13F-HR | 4/24/2019, 03:45 PM |
Q4 2018 | 609 | $241M | +$8.64M | -$3.91M | +$4.73M | IVV, IJH, IJR, O, VEA | 13F-HR | 1/31/2019, 08:04 PM |
Q3 2018 | 613 | $276M | +$7.93M | -$5.17M | +$2.76M | IVV, IJH, IJR, IWM, VEA | 13F-HR | 10/26/2018, 05:41 PM |
Q2 2018 | 604 | $259M | +$1.42M | -$7.77M | -$6.35M | IVV, IJH, IJR, VEA, IWM | 13F-HR | 7/31/2018, 04:42 PM |
Q1 2018 | 618 | $259M | +$16.4M | -$5.16M | +$11.3M | IVV, IJH, IJR, VEA, IWM | 13F-HR | 4/24/2018, 05:40 PM |
Q4 2017 | 600 | $252M | +$14.8M | -$2.69M | +$12.1M | IVV, IJH, IJR, VEA, IWM | 13F-HR | 1/26/2018, 05:39 PM |
Q3 2017 | 597 | $228M | +$34.8M | -$17.4M | +$17.4M | IVV, IJH, IJR, VEA, IWM | 13F-HR | 10/19/2017, 04:45 PM |
Q2 2017 | 579 | $203M | +$11.2M | -$7M | +$4.25M | IVV, IJH, IWM, VEA, VB | 13F-HR | 7/18/2017, 05:36 PM |
Q1 2017 | 586 | $194M | +$12M | -$1.2M | +$10.8M | IVV, IJH, IWM, VEA, VB | 13F-HR | 4/28/2017, 12:39 PM |
Q4 2016 | 552 | $174M | +$21.7M | -$6.84M | +$14.9M | IVV, IJH, IWM, VEA, VB | 13F-HR | 1/31/2017, 06:47 PM |
Q3 2016 | 550 | $155M | +$22.9M | -$12.1M | +$10.8M | IVV, IJH, QUAL, IWM, VEA | 13F-HR | 10/28/2016, 12:36 PM |
Q2 2016 | 553 | $139M | +$8.31M | -$3.66M | +$4.65M | IJH, IVV, VEA, IWM, EFA | 13F-HR | 7/29/2016, 03:37 PM |
Q1 2016 | 572 | $132M | +$9.18M | -$1.85M | +$7.33M | IJH, IVV, VEA, IWM, EFA | 13F-HR | 4/27/2016, 02:29 PM |
Q4 2015 | 540 | $123M | +$13.7M | -$5.1M | +$8.64M | IJH, IVV, VEA, IWM, EFA | 13F-HR | 1/29/2016, 04:09 PM |
Q3 2015 | 557 | $109M | +$8.31M | -$3.7M | +$4.61M | IJH, IVV, IWM, VEA, EFA | 13F-HR | 10/29/2015, 07:49 PM |
Q2 2015 | 549 | $115M | +$6.96M | -$2.58M | +$4.38M | IJH, IVV, IWM, VEA, EFA | 13F-HR | 7/16/2015, 04:41 PM |
Q1 2015 | 552 | $114M | +$8.13M | -$4.34M | +$3.8M | IJH, IVV, IWM, VEA, VIG | 13F-HR | 4/20/2015, 02:49 PM |
Q4 2014 | 541 | $108M | +$9.24M | -$18.9M | -$9.66M | IJH, IWM, IVV, VIG, EFA | 13F-HR | 1/21/2015, 11:12 AM |
Q3 2014 | 543 | $111M | +$3.11M | -$1.7M | +$1.41M | IJH, IWM, VIG, IVV, PPG | 13F-HR | 10/10/2014, 07:31 PM |
Q2 2014 | 461 | $112M | +$3.72M | -$7.63M | -$3.92M | IJH, IWM, VIG, PPG, USB | 13F-HR | 7/11/2014, 01:17 PM |
Q1 2014 | 474 | $112M | +$2.37M | -$12M | -$9.65M | IJH, IWM, VIG, EFA, USB | 13F-HR | 4/30/2014, 06:24 PM |
Q4 2013 | 577 | $120M | $0 | $0 | IJH, IWM, VIG, EFA, USB | 13F-HR | 2/14/2014, 02:15 PM |