| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 421 | $41.9B | +$1.44B | -$517M | +$926M | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 11/14/2024, 11:35 AM |
| Q2 2024 | 392 | $38.6B | +$2.18B | -$1.06B | +$1.12B | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 8/14/2024, 08:40 AM |
| Q1 2024 | 352 | $37.3B | +$5.51B | -$4.8B | +$713M | VTI, VEA, VWO, SPLG, AGG | 13F-HR | 5/10/2024, 09:41 AM |
| Q4 2023 | 313 | $34.7B | +$728M | -$281M | +$447M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/9/2024, 02:35 PM |
| Q3 2023 | 296 | $31.6B | +$696M | -$174M | +$522M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/9/2023, 02:05 PM |
| Q2 2023 | 281 | $32.3B | +$708M | -$296M | +$412M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/7/2023, 11:33 AM |
| Q1 2023 | 265 | $30.8B | +$711M | -$178M | +$533M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 5/15/2023, 11:08 AM |
| Q4 2022 | 252 | $29.2B | +$1.6B | -$553M | +$1.05B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 2/13/2023, 12:03 PM |
| Q3 2022 | 223 | $28B | $0 | $0 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/14/2022, 10:42 AM | |
| Q2 2022 | 223 | $28B | +$882M | -$425M | +$456M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/10/2022, 09:54 AM |
| Q1 2022 | 224 | $31.4B | +$1.63B | -$528M | +$1.1B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 5/16/2022, 12:07 PM |
| Q4 2021 | 202 | $32.1B | +$1.36B | -$206M | +$1.16B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 2/14/2022, 06:24 PM |
| Q3 2021 | 184 | $29.9B | +$1.3B | -$210M | +$1.09B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/15/2021, 11:16 AM |
| Q2 2021 | 163 | $29.4B | +$1.85B | -$291M | +$1.56B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 8/10/2021, 10:01 AM |
| Q1 2021 | 133 | $26.6B | +$1.83B | -$256M | +$1.57B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 6/1/2021, 03:19 PM |
| Q4 2020 | 125 | $23.9B | +$1.31B | -$213M | +$1.1B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/11/2021, 06:44 PM |
| Q3 2020 | 112 | $20.4B | +$737M | -$177M | +$560M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/10/2020, 05:20 PM |
| Q2 2020 | 115 | $18.8B | +$1.21B | -$819M | +$388M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/11/2020, 12:35 PM |
| Q1 2020 | 111 | $16.1B | +$2B | -$1.49B | +$512M | VTI, VEA, VWO, BNDX, SHV | 13F-HR | 5/14/2020, 01:39 PM |
| Q4 2019 | 112 | $19.4B | +$1.37B | -$569M | +$805M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 1/31/2020, 01:16 PM |
| Q3 2019 | 111 | $17.6B | $0 | $0 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/7/2019, 12:11 PM | |
| Q2 2019 | 111 | $17.6B | +$782M | -$57.2M | +$725M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/14/2019, 10:43 AM |
| Q1 2019 | 109 | $16.5B | +$1.01B | -$32.8M | +$975M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 4/11/2019, 02:36 PM |
| Q4 2018 | 104 | $14.2B | +$992M | -$371M | +$621M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/6/2019, 02:53 PM |
| Q3 2018 | 99 | $15.2B | +$1.65B | -$822M | +$825M | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 11/14/2018, 11:23 AM |
| Q2 2018 | 94 | $14.1B | +$676M | -$209M | +$467M | VEA, VTI, VWO, VTV, BNDX | 13F-HR | 8/13/2018, 11:38 AM |
| Q1 2018 | 93 | $13.8B | +$1.5B | -$22.5M | +$1.47B | VEA, VTI, VWO, VTV, BNDX | 13F-HR | 5/14/2018, 10:28 AM |
| Q4 2017 | 88 | $12.4B | +$1.8B | -$714M | +$1.09B | VEA, VTI, VTV, VWO, MUB | 13F-HR | 2/14/2018, 02:37 PM |
| Q3 2017 | 84 | $10.9B | +$1.06B | -$44.6M | +$1.01B | VEA, VTI, VTV, VWO, MUB | 13F-HR | 11/17/2017, 01:35 PM |
| Q2 2017 | 74 | $9.57B | +$1.11B | -$77.5M | +$1.04B | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 8/14/2017, 02:32 PM |
| Q1 2017 | 68 | $8.31B | +$1.32B | -$106M | +$1.21B | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 5/11/2017, 05:22 PM |
| Q4 2016 | 64 | $6.77B | +$901M | -$81.7M | +$819M | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 2/14/2017, 12:32 PM |
| Q3 2016 | 51 | $5.96B | +$878M | -$3.34M | +$874M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 11/14/2016, 05:28 PM |
| Q2 2016 | 45 | $4.9B | +$830M | -$1.94M | +$828M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 8/15/2016, 05:34 PM |
| Q1 2016 | 37 | $4.02B | +$774M | -$27.7M | +$746M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 5/18/2016, 04:21 PM |
| Q4 2015 | 38 | $3.25B | +$549M | -$228K | +$549M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 2/9/2016, 02:58 PM |
| Q3 2015 | 33 | $2.63B | +$491M | -$2.96M | +$488M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 11/10/2015, 03:27 PM |
| Q2 2015 | 35 | $2.33B | +$625M | -$9.8M | +$615M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 8/12/2015, 03:12 PM |
| Q1 2015 | 32 | $1.73B | +$581M | -$21.6M | +$559M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 5/11/2015, 06:06 PM |
| Q4 2014 | 37 | $1.14B | $0 | $0 | VEA, VTI, IVE, VTV, VWO | 13F-HR | 2/17/2015, 12:08 PM |