| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 214 | $884M | +$32.9M | -$13.3M | +$19.5M | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 10/31/2024, 10:33 AM |
| Q2 2024 | 210 | $819M | +$71.8M | -$10.6M | +$61.2M | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 8/8/2024, 12:08 PM |
| Q1 2024 | 210 | $759M | +$24.8M | -$21.2M | +$3.56M | IVV, TDTF, IJR, VEA, VIG | 13F-HR | 5/13/2024, 04:30 PM |
| Q4 2023 | 199 | $713M | +$79.2M | -$15.7M | +$63.4M | IVV, TDTF, IJR, VIG, VEA | 13F-HR | 2/14/2024, 01:02 PM |
| Q3 2023 | 188 | $588M | +$13.2M | -$7.65M | +$5.54M | IVV, IJR, VEA, VIG, GII | 13F-HR | 11/9/2023, 10:43 AM |
| Q2 2023 | 193 | $606M | +$21.2M | -$7.85M | +$13.3M | IVV, IJR, VIG, VEA, GII | 13F-HR | 8/2/2023, 12:27 PM |
| Q1 2023 | 189 | $565M | +$14.3M | -$4.44M | +$9.84M | IVV, IJR, VEA, VIG, GII | 13F-HR | 4/21/2023, 05:25 PM |
| Q4 2022 | 179 | $529M | +$22M | -$15.5M | +$6.42M | IVV, IJR, VIG, VEA, DFUV | 13F-HR | 2/9/2023, 06:01 PM |
| Q3 2022 | 173 | $478M | +$18.4M | -$13.1M | +$5.32M | IVV, IJR, VIG, VEA, DFUV | 13F-HR | 10/24/2022, 04:45 PM |
| Q2 2022 | 182 | $512M | +$45.8M | -$34.9M | +$10.9M | IVV, IJR, VIG, VEA, GII | 13F-HR | 7/29/2022, 10:24 AM |
| Q1 2022 | 206 | $588M | +$50.7M | -$8.83M | +$41.9M | IVV, DFIV, IJR, VIG, VEA | 13F-HR | 5/16/2022, 06:16 PM |
| Q4 2021 | 199 | $570M | +$29.1M | -$7.01M | +$22.1M | IVV, IJR, VIG, VEA, VTV | 13F-HR | 1/19/2022, 04:31 PM |
| Q3 2021 | 185 | $515M | +$32.8M | -$22.3M | +$10.5M | IVV, IJR, VIG, VEA, GII | 13F-HR | 11/8/2021, 05:36 PM |
| Q2 2021 | 188 | $510M | +$27.4M | -$5.94M | +$21.5M | IVV, IJR, VEA, VIG, VTV | 13F-HR | 8/9/2021, 02:43 PM |
| Q1 2021 | 168 | $462M | +$12.4M | -$10.9M | +$1.46M | IVV, IJR, VEA, VIG, VBR | 13F-HR | 4/29/2021, 02:06 PM |
| Q4 2020 | 162 | $430M | +$19.4M | -$9.51M | +$9.93M | IVV, IJR, VEA, VIG, VBR | 13F-HR | 1/28/2021, 03:29 PM |
| Q3 2020 | 150 | $369M | +$22M | -$23.8M | -$1.84M | IVV, IJR, VEA, VIG, VTV | 13F-HR | 11/9/2020, 04:32 PM |
| Q2 2020 | 144 | $357M | +$25.4M | -$13M | +$12.4M | IVV, IJR, VEA, VIG, META | 13F-HR | 8/13/2020, 08:03 PM |
| Q1 2020 | 126 | $288M | +$41.7M | -$29.8M | +$12M | IVV, IJR, VEA, VIG, META | 13F-HR | 4/22/2020, 08:36 PM |
| Q4 2019 | 138 | $358M | +$12M | -$8.78M | +$3.18M | IVV, IJR, VEA, VBR, VIG | 13F-HR | 1/28/2020, 02:45 PM |
| Q3 2019 | 134 | $327M | +$4.11M | -$6.98M | -$2.86M | IVV, IJR, VEA, VBR, VIG | 13F-HR | 10/23/2019, 01:31 PM |
| Q2 2019 | 127 | $331M | +$9.61M | -$8.23M | +$1.38M | IVV, IJR, VEA, VBR, IGF | 13F-HR | 7/12/2019, 03:44 PM |
| Q1 2019 | 140 | $320M | +$11.3M | -$3.95M | +$7.31M | IVV, IJR, VEA, VBR, IGF | 13F-HR | 5/1/2019, 04:31 PM |
| Q4 2018 | 127 | $277M | +$11.1M | -$9.26M | +$1.83M | IVV, IJR, VEA, VBR, IGF | 13F-HR | 1/17/2019, 02:19 PM |
| Q3 2018 | 134 | $322M | +$9.04M | -$5.13M | +$3.91M | IVV, IJR, VEA, VBR, IGF | 13F-HR | 10/4/2018, 04:22 PM |
| Q2 2018 | 131 | $308M | +$5.32M | -$7.91M | -$2.59M | IVV, IJR, VEA, VBR, META | 13F-HR | 7/19/2018, 01:51 PM |
| Q1 2018 | 126 | $300M | +$11.7M | -$11.1M | +$616K | IVV, IJR, VEA, VBR, IGF | 13F-HR | 4/13/2018, 12:34 PM |
| Q4 2017 | 132 | $303M | +$11.4M | -$9.19M | +$2.2M | IVV, IJR, VEA, VBR, META | Restatement | 4/13/2018, 02:31 PM |
| Q3 2017 | 127 | $288M | +$12.6M | -$7.19M | +$5.38M | IVV, IJR, VEA, VBR, META | 13F-HR | 11/8/2017, 11:06 AM |
| Q2 2017 | 121 | $269M | +$13.3M | -$3.93M | +$9.34M | IVV, IJR, VEA, VBR, META | 13F-HR | 8/10/2017, 12:49 PM |
| Q1 2017 | 123 | $252M | +$32.2M | -$3.06M | +$29.2M | IVV, IJR, VEA, VBR, META | 13F-HR | 5/2/2017, 01:03 PM |
| Q4 2016 | 117 | $224M | +$8.94M | -$6.64M | +$2.31M | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 2/9/2017, 12:40 PM |
| Q3 2016 | 116 | $216M | +$2.64M | -$3.19M | -$546K | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 11/7/2016, 04:05 PM |
| Q2 2016 | 111 | $206M | +$7.49M | -$4.66M | +$2.84M | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 8/8/2016, 01:39 PM |
| Q1 2016 | 113 | $200M | +$11.5M | -$15M | -$3.55M | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 5/12/2016, 02:23 PM |
| Q4 2015 | 122 | $202M | +$12.4M | -$5.6M | +$6.84M | IVV, IJR, VEA, VBR, WDAY | 13F-HR | 2/11/2016, 11:10 AM |
| Q3 2015 | 117 | $186M | +$27.9M | -$12.4M | +$15.5M | IVV, IJR, VEA, VBR, WDAY | 13F-HR | 11/10/2015, 04:04 PM |
| Q2 2015 | 117 | $185M | +$18.7M | -$6.06M | +$12.6M | IVV, IJR, VEA, VBR, SCZ | 13F-HR | 8/6/2015, 12:58 PM |
| Q1 2015 | 97 | $173M | +$5.31M | -$5.59M | -$274K | IVV, IJR, VEA, VBR, VT | 13F-HR | 4/28/2015, 04:49 PM |
| Q4 2014 | 101 | $169M | $0 | $0 | IVV, IJR, VEA, VBR, VT | 13F-HR | 2/11/2015, 04:05 PM |