| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 889 | $270M | +$46.2M | -$2.5M | +$43.7M | VEA, STIP, VTHR, AAPL, NVDA | 13F-HR | 7/24/2024, 01:04 PM |
| Q1 2024 | 196 | $410M | +$18.3M | -$8.46M | +$9.88M | IWV, VEA, BND, STIP, IVV | 13F-HR | 5/1/2024, 12:04 PM |
| Q4 2023 | 188 | $387M | +$8.38M | -$7.39M | +$992K | IWV, VEA, BND, STIP, IVV | 13F-HR | 2/5/2024, 01:25 PM |
| Q3 2023 | 174 | $355M | +$3.12M | -$12.1M | -$9M | IWV, VEA, BND, STIP, IVV | 13F-HR | 10/19/2023, 03:30 PM |
| Q2 2023 | 184 | $377M | +$8.22M | -$3.06M | +$5.17M | IWV, VEA, BND, STIP, IVV | 13F-HR | 8/8/2023, 01:43 PM |
| Q1 2023 | 180 | $360M | +$12.2M | -$7.84M | +$4.38M | IWV, VEA, BND, STIP, IVV | 13F-HR | 5/1/2023, 04:43 PM |
| Q4 2022 | 178 | $341M | +$19.5M | -$13M | +$6.53M | IWV, VEA, BND, STIP, IVV | 13F-HR | 2/7/2023, 05:23 PM |
| Q3 2022 | 169 | $312M | +$9.54M | -$15.1M | -$5.59M | IWV, BND, VEA, STIP, IVV | Restatement | 11/15/2022, 01:30 PM |
| Q2 2022 | 177 | $339M | +$13.4M | -$3.09M | +$10.4M | IWV, BND, VEA, IVV, STIP | Restatement | 12/1/2022, 02:43 PM |
| Q1 2022 | 174 | $381M | +$18.1M | -$4.89M | +$13.2M | IWV, VEA, BND, IVV, IGE | Restatement | 11/30/2022, 04:51 PM |
| Q4 2021 | 178 | $379M | +$5.94M | -$4.63M | +$1.32M | IWV, VEA, BND, IVV, STIP | 13F-HR | 2/1/2022, 09:28 PM |
| Q3 2021 | 177 | $380M | +$13M | -$6.86M | +$6.1M | IWV, VEA, BND, IVV, STIP | 13F-HR | 10/22/2021, 04:00 PM |
| Q2 2021 | 173 | $367M | +$7.11M | -$4.85M | +$2.27M | IWV, VEA, BND, IVV, STIP | 13F-HR | 7/20/2021, 09:54 PM |
| Q1 2021 | 171 | $346M | +$5.13M | -$3.61M | +$1.52M | IWV, VEA, BND, IVV, STIP | 13F-HR | 5/5/2021, 08:44 PM |
| Q4 2020 | 166 | $336M | +$32.4M | -$4.95M | +$27.4M | IWV, VEA, BND, IVV, STIP | 13F-HR | 1/19/2021, 09:20 PM |
| Q3 2020 | 141 | $279M | +$9.11M | -$7.74M | +$1.36M | IWV, BND, VEA, IVV, STIP | 13F-HR | 11/3/2020, 09:25 PM |
| Q2 2020 | 139 | $267M | +$7.71M | -$10.1M | -$2.44M | IWV, BND, VEA, IVV, STIP | 13F-HR | 8/10/2020, 09:26 AM |
| Q1 2020 | 128 | $235M | +$4.79M | -$11.8M | -$7.03M | IWV, BND, VEA, STIP, TIP | 13F-HR | 4/29/2020, 04:53 PM |
| Q4 2019 | 147 | $295M | +$58.5M | -$12.4M | +$46.1M | IWV, VEA, BND, IVV, STIP | 13F-HR | 2/4/2020, 08:17 AM |
| Q3 2019 | 139 | $238M | +$5.28M | -$6.29M | -$1.01M | VEA, BND, STIP, IVV, TIP | 13F-HR | 11/12/2019, 10:22 AM |
| Q2 2019 | 140 | $239M | +$5.23M | -$2.16M | +$3.07M | VEA, BND, STIP, IVV, TIP | 13F-HR | 8/6/2019, 12:53 PM |
| Q1 2019 | 138 | $231M | +$6.49M | -$6.09M | +$405K | VEA, BND, STIP, IVV, TIP | 13F-HR | 5/6/2019, 02:14 PM |
| Q4 2018 | 132 | $213M | +$8.76M | -$4.88M | +$3.89M | VEA, BND, STIP, TIP, IVV | 13F-HR | 2/5/2019, 06:54 AM |
| Q3 2018 | 138 | $232M | +$9.5M | -$5.14M | +$4.37M | VEA, BND, STIP, IVV, IGE | 13F-HR | 10/31/2018, 04:23 PM |
| Q2 2018 | 134 | $224M | +$12.6M | -$5.93M | +$6.71M | VEA, BND, STIP, IGE, TIP | 13F-HR | 8/3/2018, 12:40 PM |
| Q1 2018 | 133 | $216M | +$12.8M | -$4.33M | +$8.44M | VEA, BND, TIP, STIP, IVV | 13F-HR | 4/26/2018, 02:15 PM |
| Q4 2017 | 128 | $211M | +$10.6M | -$5.2M | +$5.37M | VEA, BND, IVV, TIP, IGE | 13F-HR | 2/6/2018, 05:48 PM |
| Q3 2017 | 124 | $200M | +$9.36M | -$2.33M | +$7.03M | VEA, BND, IVV, TIP, IGE | 13F-HR | 11/7/2017, 05:25 PM |
| Q2 2017 | 118 | $189M | +$16.3M | -$3.83M | +$12.5M | VEA, BND, IVV, TIP, IGE | 13F-HR | 8/7/2017, 05:58 PM |
| Q1 2017 | 105 | $174M | +$6.1M | -$13.3M | -$7.24M | VEA, BND, IVV, TIP, IGE | 13F-HR | 5/3/2017, 03:45 PM |
| Q4 2016 | 110 | $177M | +$6.11M | -$5.74M | +$368K | VEA, BND, IVV, IGE, AGG | 13F-HR | 1/27/2017, 04:45 PM |
| Q3 2016 | 113 | $176M | +$7.89M | -$3.54M | +$4.35M | VEA, BND, IGE, AGG, IVV | 13F-HR | 11/8/2016, 12:03 PM |
| Q2 2016 | 111 | $201M | +$6.81M | -$7.66M | -$856K | IUSV, VEA, BND, AGG, IGE | 13F-HR | 8/19/2016, 01:31 PM |
| Q1 2016 | 109 | $197M | +$8.03M | -$2.67M | +$5.36M | IUSV, VEA, BND, TIP, AGG | 13F-HR | 5/31/2016, 12:26 PM |
| Q4 2015 | 100 | $188M | +$9.53M | -$9.42M | +$107K | IUSV, VEA, BND, AGG, TIP | 13F-HR | 2/17/2016, 02:05 PM |
| Q3 2015 | 103 | $184M | +$11.4M | -$7.74M | +$3.65M | IUSV, VEA, BND, AGG, TIP | 13F-HR | 11/13/2015, 03:25 PM |
| Q2 2015 | 109 | $194M | +$7.16M | -$5.58M | +$1.58M | IUSV, VEA, BND, AGG, TIP | 13F-HR | 8/5/2015, 12:28 PM |
| Q1 2015 | 110 | $195M | +$6.27M | -$4.58M | +$1.69M | IUSV, VEA, BND, AGG, TIP | 13F-HR | 4/30/2015, 03:00 PM |
| Q4 2014 | 110 | $191M | $0 | $0 | IUSV, VEA, BND, AGG, TIP | Restatement | 2/9/2015, 08:08 PM |