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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 178 | $1.17B | +$11.1M | -$55M | -$43.9M | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 11/10/2025, 09:22 PM |
| Q2 2025 | 176 | $1.14B | +$31.5M | -$42.2M | -$10.7M | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 7/18/2025, 04:00 PM |
| Q1 2025 | 169 | $1.06B | +$55.5M | -$79.5M | -$24M | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 4/25/2025, 07:22 PM |
| Q4 2024 | 172 | $1.12B | +$201M | -$19.1M | +$182M | IVV, SCHX, IEFA, IJH, IJR | 13F-HR | 2/6/2025, 08:12 PM |
| Q3 2024 | 161 | $1.11B | +$28.4M | -$19.2M | +$9.2M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 11/1/2024, 12:41 PM |
| Q2 2024 | 145 | $1.04B | +$35.9M | -$11.4M | +$24.6M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 7/17/2024, 05:32 PM |
| Q1 2024 | 158 | $1.01B | +$78.1M | -$15.5M | +$62.6M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 5/8/2024, 10:22 AM |
| Q4 2023 | 153 | $925M | +$38M | -$15.5M | +$22.4M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 1/24/2024, 06:01 PM |
| Q3 2023 | 130 | $817M | +$16.2M | -$10.2M | +$5.95M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 11/3/2023, 05:55 PM |
| Q2 2023 | 131 | $845M | +$19.1M | -$7.17M | +$12M | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 8/7/2023, 09:38 PM |
| Q1 2023 | 131 | $792M | +$12.1M | -$11.8M | +$334K | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 5/1/2023, 09:16 PM |
| Q4 2022 | 130 | $748M | +$24.5M | -$22M | +$2.5M | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 2/6/2023, 06:28 PM |
| Q3 2022 | 129 | $694M | +$26.6M | -$7.69M | +$18.9M | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 11/10/2022, 09:16 PM |
| Q2 2022 | 137 | $729M | +$36.7M | -$14.3M | +$22.4M | IVV, IEFA, SCHX, SCHM, IJH | 13F-HR | 7/29/2022, 08:53 PM |
| Q1 2022 | 142 | $833M | +$93.1M | -$2.3M | +$90.8M | IVV, IEFA, SCHX, SCHM, IJH | 13F-HR | 5/9/2022, 06:43 PM |
| Q4 2021 | 126 | $842M | +$12.6M | -$6.61M | +$6M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 2/7/2022, 08:10 PM |
| Q3 2021 | 123 | $788M | +$9.35M | -$10.6M | -$1.28M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 11/15/2021, 02:48 PM |
| Q2 2021 | 130 | $794M | +$14.6M | -$10.9M | +$3.7M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 8/13/2021, 02:23 PM |
| Q1 2021 | 129 | $746M | +$11.3M | -$18.4M | -$7.03M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 5/10/2021, 04:53 PM |
| Q4 2020 | 125 | $717M | +$25.1M | -$8.66M | +$16.4M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 2/10/2021, 09:15 PM |
| Q3 2020 | 116 | $628M | +$20.5M | -$7.99M | +$12.6M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 11/6/2020, 08:56 PM |
| Q2 2020 | 110 | $583M | +$35.4M | -$8.66M | +$26.7M | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 8/6/2020, 08:07 PM |
| Q1 2020 | 109 | $478M | +$35.9M | -$11.7M | +$24.2M | IEFA, IVV, SCHX, SCHM, VMBS | 13F-HR | 4/28/2020, 01:43 PM |
| Q4 2019 | 119 | $558M | +$13M | -$15.9M | -$2.93M | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 2/4/2020, 04:50 PM |
| Q3 2019 | 123 | $526M | +$5.52M | -$23M | -$17.4M | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 10/31/2019, 03:29 PM |
| Q2 2019 | 127 | $542M | +$24.2M | -$9.56M | +$14.7M | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 8/2/2019, 05:00 PM |
| Q1 2019 | 127 | $511M | +$39.1M | -$10.5M | +$28.6M | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 4/26/2019, 04:48 PM |
| Q4 2018 | 124 | $433M | +$31.3M | -$10.9M | +$20.4M | IEFA, SCHX, IVV, VMBS, SCHM | 13F-HR | 2/7/2019, 05:37 PM |
| Q3 2018 | 126 | $471M | +$17.4M | -$9.59M | +$7.81M | IEFA, SCHX, IVV, VMBS, SCHM | 13F-HR | 11/7/2018, 05:03 PM |
| Q2 2018 | 127 | $443M | +$24.4M | -$10.8M | +$13.6M | IEFA, SCHX, VMBS, IVV, SCHM | 13F-HR | 8/3/2018, 02:19 PM |
| Q1 2018 | 130 | $423M | +$35.7M | -$14.9M | +$20.8M | IEFA, SCHX, VMBS, IVV, SCHM | 13F-HR | 4/25/2018, 07:03 PM |
| Q4 2017 | 133 | $405M | +$59.1M | -$26M | +$33.1M | IEFA, SCHX, SCHM, IVV, VMBS | 13F-HR | 2/2/2018, 01:40 PM |
| Q3 2017 | 147 | $352M | +$49M | -$21.1M | +$27.9M | IEFA, SCHX, SCHM, IVV, VMBS | Restatement | 12/14/2017, 01:48 PM |
| Q2 2017 | 138 | $315M | +$79.8M | -$19.4M | +$60.4M | IEFA, SCHX, SCHM, VMBS, META | 13F-HR | 8/14/2017, 11:40 AM |
| Q1 2017 | 112 | $237M | +$44.2M | -$22.7M | +$21.5M | IEFA, SCHX, SCHM, META, TMO | 13F-HR | 5/9/2017, 12:43 PM |
| Q4 2016 | 97 | $207M | +$17.8M | -$12.1M | +$5.77M | SCHX, TMO, COST, UNP, MSFT | 13F-HR | 2/2/2017, 04:59 PM |
| Q3 2016 | 74 | $198M | +$8.79M | -$4.93M | +$3.86M | SCHX, TMO, COST, META, GOOGL | 13F-HR | 10/21/2016, 11:04 AM |
| Q2 2016 | 72 | $187M | +$24.7M | -$6.03M | +$18.7M | SCHX, TMO, NVO, COST, HSIC | 13F-HR | 7/25/2016, 08:58 AM |
| Q1 2016 | 60 | $174M | +$23.6M | -$14.5M | +$9.1M | SCHX, TMO, NVO, COST, HSIC | 13F-HR | 4/26/2016, 11:27 AM |
| Q4 2015 | 52 | $152M | +$19.1M | -$20.1M | -$960K | SCHX, NVO, TMO, DIS, COST | 13F-HR | 2/8/2016, 04:56 PM |
| Q3 2015 | 52 | $159M | +$10.4M | -$10.8M | -$465K | SCHX, NVO, TMO, DIS, AAPL | 13F-HR | 10/16/2015, 01:57 PM |
| Q2 2015 | 51 | $167M | +$14.8M | -$11.3M | +$3.45M | SCHX, NVO, TMO, DIS, AAPL | 13F-HR | 7/28/2015, 02:16 PM |
| Q1 2015 | 53 | $165M | +$12.2M | -$4.55M | +$7.62M | SCHX, NVO, TMO, UNP, DIS | 13F-HR | 4/21/2015, 12:59 PM |
| Q4 2014 | 57 | $153M | +$9.28M | -$4.59M | +$4.69M | SCHX, UNP, TMO, NVO, DIS | 13F-HR | 1/20/2015, 04:07 PM |
| Q3 2014 | 60 | $143M | +$19.2M | -$12.8M | +$6.42M | SCHX, NVO, UNP, TMO, CNI | 13F-HR | 10/21/2014, 11:04 AM |
| Q2 2014 | 57 | $137M | +$18.5M | -$7.43M | +$11.1M | SCHX, FMC, TMO, UNP, DIS | 13F-HR | 7/28/2014, 11:55 AM |
| Q1 2014 | 59 | $132M | $0 | $0 | SCHX, FMC, TMO, UNP, GOOGL | 13F-HR | 4/29/2014, 02:30 PM |