| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 136 | $994M | +$34.7M | -$18M | +$16.7M | VEA, VNQ, VOT, VOE, TIP | 13F-HR | 10/7/2024, 04:07 PM |
| Q2 2024 | 134 | $927M | +$41M | -$19.7M | +$21.3M | VEA, VOT, VNQ, TIP, VOE | 13F-HR | 7/12/2024, 04:07 PM |
| Q1 2024 | 127 | $914M | +$23M | -$10.3M | +$12.7M | VEA, VOT, VOE, VNQ, TIP | 13F-HR | 4/15/2024, 09:03 AM |
| Q4 2023 | 137 | $854M | +$59.2M | -$68M | -$8.8M | VEA, VOT, VNQ, VOE, TIP | 13F-HR | 1/11/2024, 07:40 AM |
| Q3 2023 | 135 | $795M | +$21.5M | -$4.71M | +$16.8M | VEA, VOT, TIP, VOE, VNQ | 13F-HR | 10/10/2023, 06:08 AM |
| Q2 2023 | 135 | $808M | +$58.1M | -$8.88M | +$49.2M | VEA, VOT, TIP, VNQ, VOE | 13F-HR | 7/10/2023, 04:40 PM |
| Q1 2023 | 139 | $741M | +$17.7M | -$3.73M | +$14M | VEA, TIP, VOT, VNQ, VOE | 13F-HR | 4/6/2023, 12:13 PM |
| Q4 2022 | 137 | $704M | +$17.9M | -$13.6M | +$4.3M | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 1/10/2023, 04:23 PM |
| Q3 2022 | 140 | $650M | +$23.2M | -$1.91M | +$21.3M | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 10/26/2022, 12:20 PM |
| Q2 2022 | 140 | $664M | +$28.9M | -$9.37M | +$19.6M | VEA, TIP, VNQ, VOE, VOT | 13F-HR | 7/11/2022, 07:08 PM |
| Q1 2022 | 141 | $729M | +$43M | -$28M | +$14.9M | VEA, VNQ, TIP, VOT, VOE | Restatement | 4/25/2022, 01:06 PM |
| Q4 2021 | 145 | $739M | +$36.7M | -$6.59M | +$30.1M | VEA, VNQ, TIP, VOT, VOE | 13F-HR | 1/20/2022, 10:51 AM |
| Q3 2021 | 143 | $667M | +$26.3M | -$19.3M | +$7.03M | VEA, TIP, VNQ, VOT, VOE | 13F-HR | 10/7/2021, 01:12 PM |
| Q2 2021 | 142 | $667M | +$24.2M | -$5.72M | +$18.4M | VEA, TIP, VNQ, VOT, BND | 13F-HR | 7/13/2021, 09:34 AM |
| Q1 2021 | 141 | $627M | +$73.4M | -$45.2M | +$28.3M | VEA, TIP, VNQ, VOT, BND | 13F-HR | 4/12/2021, 03:11 PM |
| Q4 2020 | 135 | $559M | +$41.1M | -$20.6M | +$20.5M | VEA, BSV, VOT, IVW, BND | 13F-HR | 1/25/2021, 09:57 AM |
| Q3 2020 | 126 | $494M | +$15.7M | -$3.27M | +$12.4M | VEA, BSV, IVE, IVW, VOT | 13F-HR | 10/6/2020, 05:40 PM |
| Q2 2020 | 124 | $462M | +$53.5M | -$15.1M | +$38.4M | BSV, VEA, IVE, IVW, VOT | 13F-HR | 7/27/2020, 09:40 AM |
| Q1 2020 | 121 | $374M | +$46.8M | -$41.5M | +$5.28M | BSV, VEA, IVW, IVE, BND | 13F-HR | 4/13/2020, 03:27 PM |
| Q4 2019 | 117 | $456M | +$23.2M | -$2.71M | +$20.5M | IVW, IVE, VEA, BSV, TIP | 13F-HR | 1/10/2020, 09:38 AM |
| Q3 2019 | 112 | $417M | +$27.9M | -$28.9M | -$1.04M | IVW, IVE, BSV, VEA, TIP | 13F-HR | 10/22/2019, 10:57 AM |
| Q2 2019 | 113 | $415M | +$26.1M | -$18.8M | +$7.23M | IVW, TIP, IVE, VEA, BSV | 13F-HR | 7/10/2019, 05:12 PM |
| Q1 2019 | 448 | $403M | +$39M | -$32.7M | +$6.33M | IVW, TIP, IVE, BSV, VEA | 13F-HR | 4/23/2019, 04:00 PM |
| Q4 2018 | 460 | $366M | +$32.8M | -$17.3M | +$15.4M | TIP, IVW, BSV, IVE, BND | 13F-HR | 2/12/2019, 04:40 PM |
| Q3 2018 | 449 | $391M | +$29.5M | -$14.2M | +$15.3M | TIP, IVW, IVE, VEA, BSV | 13F-HR | 11/14/2018, 11:23 AM |
| Q2 2018 | 451 | $365M | +$43.7M | -$20.2M | +$23.4M | TIP, IVW, VEA, BSV, IVE | 13F-HR | 8/9/2018, 09:11 AM |
| Q1 2018 | 111 | $340M | +$25.3M | -$13.7M | +$11.7M | TIP, IVW, VEA, BSV, IVE | 13F-HR | 4/20/2018, 02:59 PM |
| Q4 2017 | 111 | $332M | +$32.6M | -$12.7M | +$20M | TIP, IVW, BSV, IVE, VEA | 13F-HR | 1/26/2018, 01:11 PM |
| Q3 2017 | 105 | $303M | +$22M | -$7.36M | +$14.7M | TIP, BSV, IVW, BND, VEA | 13F-HR | 11/7/2017, 08:18 AM |
| Q2 2017 | 102 | $283M | +$29.9M | -$10.9M | +$19M | TIP, BSV, IVW, BND, IVE | 13F-HR | 7/25/2017, 03:27 PM |
| Q1 2017 | 106 | $259M | +$61M | -$37.1M | +$23.9M | TIP, BSV, BND, IVW, IVE | 13F-HR | 5/10/2017, 04:29 PM |
| Q4 2016 | 131 | $230M | +$44M | -$22.9M | +$21.1M | TIP, BSV, IVW, IVE, BND | 13F-HR | 2/13/2017, 01:33 PM |
| Q3 2016 | 140 | $206M | +$20M | -$5.32M | +$14.7M | BSV, TIP, VEA, IVW, IVE | 13F-HR | 10/24/2016, 12:55 PM |
| Q2 2016 | 141 | $185M | +$20.2M | -$8.57M | +$11.6M | BSV, TIP, VEA, IVW, VTI | 13F-HR | 7/21/2016, 02:11 PM |
| Q1 2016 | 137 | $170M | +$21.3M | -$2.92M | +$18.3M | BSV, TIP, IGSB, VEA, VTI | 13F-HR | 5/11/2016, 01:49 PM |
| Q4 2015 | 134 | $148M | +$14.9M | -$2.87M | +$12M | BSV, IGSB, VTI, VEA, TIP | 13F-HR | 1/21/2016, 09:44 PM |
| Q3 2015 | 131 | $133M | +$13.2M | -$7.18M | +$5.98M | BSV, IGSB, VTI, VEA, VXUS | 13F-HR | 10/23/2015, 06:57 PM |
| Q2 2015 | 128 | $137M | +$18.2M | -$2.23M | +$16M | BSV, IGSB, VTI, VXUS, VEA | 13F-HR | 8/10/2015, 07:50 PM |
| Q1 2015 | 110 | $125M | +$17.1M | -$14.7M | +$2.4M | BSV, IGSB, VTI, VXUS, DEM | 13F-HR | 5/12/2015, 07:40 PM |
| Q4 2014 | 100 | $120M | $0 | $0 | BSV, IGSB, VTI, VXUS, VO | 13F-HR | 2/12/2015, 06:09 PM |