| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2021 | 416 | $2.27B | +$59.6M | -$39.7M | +$19.9M | SPY, VYM, VEA, VV, VWO | 13F-HR | 5/10/2021, 04:29 PM |
| Q4 2020 | 398 | $2.14B | +$128M | -$19.3M | +$108M | SPY, VYM, VEA, VV, VWO | 13F-HR | 2/11/2021, 07:10 PM |
| Q3 2020 | 354 | $1.8B | +$99.9M | -$36.4M | +$63.5M | SPY, VYM, VEA, VV, VWO | 13F-HR | 11/12/2020, 03:10 PM |
| Q2 2020 | 326 | $1.65B | +$41M | -$65.9M | -$25M | SPY, VYM, VEA, VV, VWO | 13F-HR | 8/12/2020, 04:50 PM |
| Q1 2020 | 297 | $1.43B | +$52.1M | -$72.5M | -$20.4M | SPY, VYM, BND, VV, VEA | 13F-HR | 5/4/2020, 09:03 PM |
| Q4 2019 | 346 | $1.8B | +$32.5M | -$28.6M | +$3.94M | SPY, VYM, BND, VEA, VV | 13F-HR | 2/13/2020, 05:01 PM |
| Q3 2019 | 331 | $1.67B | +$37.9M | -$23M | +$14.9M | SPY, VYM, BND, VEA, VV | 13F-HR | 11/14/2019, 05:17 PM |
| Q2 2019 | 235 | $1.66B | +$22.5M | -$48.5M | -$26M | SPY, VYM, BND, VEA, VV | 13F-HR | 8/5/2019, 03:32 PM |
| Q1 2019 | 212 | $1.64B | +$43.8M | -$23.5M | +$20.3M | SPY, VYM, BND, VEA, VV | 13F-HR | 5/8/2019, 02:58 PM |
| Q4 2018 | 191 | $1.46B | +$537M | -$25.2M | +$512M | SPY, BND, VYM, VEA, VV | 13F-HR | 2/7/2019, 01:13 PM |
| Q3 2018 | 169 | $1.1B | +$9.59M | -$21.9M | -$12.3M | SPY, VYM, VV, VB, VXF | 13F-HR | 10/30/2018, 11:48 AM |
| Q2 2018 | 165 | $1.05B | +$8.4M | -$19.1M | -$10.7M | SPY, VYM, VV, VB, VXF | 13F-HR | 8/9/2018, 06:07 PM |
| Q1 2018 | 162 | $1.02B | +$6.7M | -$16.3M | -$9.61M | SPY, VYM, VV, VB, VXF | 13F-HR | 5/7/2018, 06:16 PM |
| Q4 2017 | 163 | $1.05B | +$5.98M | -$21.5M | -$15.5M | SPY, VYM, VV, VB, VXF | 13F-HR | 2/13/2018, 12:10 PM |
| Q3 2017 | 159 | $1.01B | +$10.7M | -$29.4M | -$18.7M | SPY, VYM, VV, VB, VXF | 13F-HR | 11/14/2017, 04:38 PM |
| Q2 2017 | 147 | $992M | +$11.6M | -$44.2M | -$32.6M | SPY, VYM, VV, VB, VXF | 13F-HR | 8/8/2017, 12:22 PM |
| Q1 2017 | 144 | $1B | +$13.5M | -$18.7M | -$5.19M | SPY, VYM, VV, VB, VXF | 13F-HR | 5/10/2017, 04:02 PM |
| Q4 2016 | 141 | $973M | +$6.29M | -$66.7M | -$60.4M | SPY, VYM, VV, VB, VXF | 13F-HR | 2/3/2017, 03:17 PM |
| Q3 2016 | 139 | $993M | +$14.8M | -$4.44M | +$10.3M | SPY, VYM, VV, VB, VXF | 13F-HR | 11/14/2016, 12:58 PM |
| Q2 2016 | 138 | $955M | $0 | $0 | SPY, VYM, VV, VB, VXF | 13F-HR | 8/11/2016, 04:41 PM | |
| Q1 2016 | 0 | 13F-NT | 5/13/2016, 02:43 PM | |||||
| Q4 2015 | 0 | 13F-NT | 2/16/2016, 11:45 AM | |||||
| Q3 2015 | 0 | 13F-NT | 11/13/2015, 01:50 PM | |||||
| Q2 2015 | 0 | 13F-NT | 8/14/2015, 12:17 PM | |||||
| Q1 2015 | 0 | 13F-NT | 5/13/2015, 03:13 PM | |||||
| Q4 2014 | 0 | 13F-NT | 2/13/2015, 09:33 AM | |||||
| Q3 2014 | 0 | 13F-NT | 11/7/2014, 02:49 PM | |||||
| Q2 2014 | 0 | 13F-NT | 8/14/2014, 03:04 PM | |||||
| Q1 2014 | 0 | 13F-NT | 5/15/2014, 05:13 PM | |||||
| Q4 2013 | 0 | 13F-NT | 2/14/2014, 02:19 PM |