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 | 233 | $813M | +$5.37M | -$10.2M | -$4.85M | IVV, IEFA, IJH, MCD, IEMG | 13F-HR | 1/22/2025, 01:15 PM |
Q3 2024 | 214 | $827M | +$4.26M | -$5.2M | -$936K | IVV, IEFA, IJH, MCD, IEMG | 13F-HR | 11/13/2024, 04:14 PM |
Q2 2024 | 212 | $784M | +$20.1M | -$10.6M | +$9.56M | IVV, IEFA, IJH, IEMG, MCD | 13F-HR | 8/14/2024, 02:30 PM |
Q1 2024 | 216 | $768M | +$72.5M | -$39.7M | +$32.8M | IVV, IEFA, IJH, MCD, IEMG | 13F-HR | 4/22/2024, 03:17 PM |
Q4 2023 | 216 | $720M | +$1.68M | -$7.57M | -$5.89M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 1/26/2024, 03:14 PM |
Q3 2023 | 202 | $656M | +$18.1M | -$1.76M | +$16.3M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 10/19/2023, 05:18 PM |
Q2 2023 | 198 | $665M | +$59.6M | -$42.6M | +$17M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 7/18/2023, 12:53 PM |
Q1 2023 | 190 | $613M | +$1.35M | -$20.4M | -$19.1M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 5/12/2023, 03:31 PM |
Q4 2022 | 192 | $595M | +$10.2M | -$2.68M | +$7.54M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 1/18/2023, 02:34 PM |
Q3 2022 | 199 | $535M | +$7.36M | -$15.4M | -$8.05M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 11/10/2022, 04:38 PM |
Q2 2022 | 205 | $589M | +$6.32M | -$1.2M | +$5.13M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 8/3/2022, 06:22 PM |
Q1 2022 | 206 | $684M | +$66.2M | -$5.72M | +$60.5M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 4/28/2022, 03:19 PM |
Q4 2021 | 201 | $655M | +$8.1M | -$34.9M | -$26.8M | IVV, IEFA, IEMG, IJH, GSEW | 13F-HR | 2/8/2022, 09:07 PM |
Q3 2021 | 220 | $648M | +$19.3M | -$1.65M | +$17.6M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 11/10/2021, 07:40 PM |
Q2 2021 | 235 | $632M | +$16.3M | -$1.64M | +$14.7M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 8/5/2021, 03:40 PM |
Q1 2021 | 188 | $579M | +$10.7M | -$4.87M | +$5.85M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 5/12/2021, 08:01 PM |
Q4 2020 | 178 | $542M | +$10.2M | -$30M | -$19.9M | IVV, IEFA, IEMG, IJH, MCD | 13F-HR | 2/9/2021, 06:42 PM |
Q3 2020 | 171 | $500M | +$50.8M | -$40.3M | +$10.5M | IVV, IEFA, IEMG, MCD, IJH | 13F-HR | 11/9/2020, 07:42 PM |
Q2 2020 | 162 | $451M | +$57.2M | -$82.5M | -$25.2M | IVV, IEFA, IEMG, QQQ, IJH | 13F-HR | 8/12/2020, 01:35 PM |
Q1 2020 | 165 | $383M | +$46.8M | -$66.6M | -$19.8M | IVV, IEMG, IEFA, DBEF, QQQ | 13F-HR | 5/11/2020, 09:07 PM |
Q4 2019 | 168 | $537M | +$8.46M | -$44.5M | -$36M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 2/6/2020, 06:55 PM |
Q3 2019 | 153 | $528M | +$43.5M | -$6.52M | +$37M | IVV, IEFA, IEMG, DBEF, HYS | 13F-HR | 11/12/2019, 06:24 PM |
Q2 2019 | 157 | $495M | +$26.1M | -$85.7M | -$59.6M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 8/9/2019, 07:05 PM |
Q1 2019 | 177 | $541M | +$31.3M | -$538K | +$30.7M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 5/15/2019, 04:15 PM |
Q4 2018 | 179 | $456M | +$4.72M | -$8.3M | -$3.58M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 1/16/2019, 02:38 PM |
Q3 2018 | 179 | $530M | +$30.3M | -$503K | +$29.8M | IVV, IEFA, DBEF, IEMG, IJH | 13F-HR | 11/8/2018, 03:28 PM |
Q2 2018 | 175 | $478M | +$17.9M | -$950K | +$16.9M | IVV, IEFA, DBEF, IEMG, IJH | 13F-HR | 7/19/2018, 06:31 PM |
Q1 2018 | 162 | $451M | +$19.3M | -$4.8M | +$14.5M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 4/19/2018, 07:38 PM |
Q4 2017 | 161 | $450M | +$14.8M | -$5.59M | +$9.21M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 2/21/2018, 03:11 PM |
Q3 2017 | 163 | $419M | +$37M | -$13.4M | +$23.5M | IVV, IEFA, IEMG, DBEF, IJH | 13F-HR | 11/9/2017, 09:20 PM |
Q2 2017 | 175 | $382M | +$48.2M | -$2.47M | +$45.8M | IVV, IEFA, DBEF, IJH, IEMG | 13F-HR | 7/31/2017, 03:14 PM |
Q1 2017 | 165 | $324M | +$11.3M | -$10.3M | +$963K | IVV, IEFA, DBEF, IJH, MCD | 13F-HR | 5/3/2017, 09:20 PM |
Q4 2016 | 164 | $276M | +$13.4M | -$9.5M | +$3.85M | IVV, DBEF, IJH, MCD, ACWV | 13F-HR | 1/25/2017, 05:33 PM |
Q3 2016 | 163 | $292M | +$5.17M | -$5.08M | +$95.1K | IVV, IEFA, DBEF, IJH, MCD | 13F-HR | 11/3/2016, 07:34 PM |
Q2 2016 | 167 | $281M | +$12.4M | -$429K | +$12M | IVV, IEFA, DBEF, IJH, MCD | 13F-HR | 7/7/2016, 04:41 PM |
Q1 2016 | 153 | $267M | +$34.8M | -$40.6M | -$5.78M | IVV, IEFA, DBEF, IJH, MCD | 13F-HR | 4/6/2016, 04:22 PM |
Q4 2015 | 154 | $256M | +$21.8M | -$9.22M | +$12.5M | IVV, IJH, DBEF, IEFA, IEMG | 13F-HR | 2/10/2016, 07:20 PM |
Q3 2015 | 151 | $245M | +$18.3M | -$7.76M | +$10.5M | IVV, IJH, IEFA, DBEF, MCD | 13F-HR | 10/23/2015, 07:58 PM |
Q2 2015 | 339 | $254M | +$5.98M | -$1.3M | +$4.69M | IVV, IJH, IEFA, DBEF, MCD | 13F-HR | 7/28/2015, 02:19 PM |
Q1 2015 | 351 | $252M | +$7.06M | -$4.96M | +$2.09M | IVV, IJH, DBEF, IEFA, MCD | 13F-HR | 4/9/2015, 03:31 PM |
Q4 2014 | 351 | $234M | +$31.1M | -$20.8M | +$10.3M | IVV, IJH, IEFA, DBEF, IEMG | 13F-HR | 2/12/2015, 07:05 PM |
Q3 2014 | 355 | $228M | +$46M | -$1.23M | +$44.8M | IVV, IJH, IEFA, IEMG, MCD | 13F-HR | 11/12/2014, 08:33 PM |
Q2 2014 | 355 | $188M | +$13.3M | -$42.8M | -$29.5M | IVV, IEFA, IEMG, MCD, JPM | 13F-HR | 7/29/2014, 07:37 PM |
Q1 2014 | 369 | $209M | +$16.5M | -$1.58M | +$14.9M | IVV, IJH, IEFA, IEMG, MCD | 13F-HR | 4/16/2014, 06:55 PM |
Q4 2013 | 324 | $191M | $0 | $0 | IVV, IJH, IEFA, IEMG, MCD | 13F-HR | 2/24/2014, 02:21 PM |