| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 365 | $629M | +$26.9M | -$4.42M | +$22.5M | VTI, VXUS, BND, VEA, VYM | 13F-HR | 1/14/2025, 01:47 PM |
| Q3 2024 | 338 | $634M | +$11.6M | -$8.66M | +$2.98M | VTI, VXUS, BND, VEA, VEU | 13F-HR | 10/15/2024, 09:36 AM |
| Q2 2024 | 321 | $597M | +$23M | -$16.1M | +$6.9M | VTI, VXUS, BND, VEA, VEU | 13F-HR | 8/7/2024, 05:32 PM |
| Q1 2024 | 310 | $583M | +$46.8M | -$27.4M | +$19.3M | VTI, VXUS, BND, VEA, VEU | 13F-HR | 4/11/2024, 01:38 PM |
| Q4 2023 | 315 | $532M | +$48.5M | -$49.1M | -$659K | VTI, VXUS, BND, VEA, VEU | 13F-HR | 2/1/2024, 02:46 PM |
| Q3 2023 | 284 | $489M | +$24.4M | -$21.4M | +$3.02M | VTI, VXUS, VEA, VEU, ICSH | 13F-HR | 11/1/2023, 12:03 PM |
| Q2 2023 | 285 | $504M | +$39.2M | -$46.5M | -$7.3M | VTI, VXUS, VEA, VEU, ICSH | 13F-HR | 8/4/2023, 03:32 PM |
| Q1 2023 | 289 | $489M | +$17.3M | -$20.7M | -$3.36M | VTI, VXUS, VEA, VEU, ICSH | 13F-HR | 5/10/2023, 11:29 AM |
| Q4 2022 | 311 | $470M | +$47.9M | -$19.7M | +$28.2M | VTI, VXUS, VEA, VEU, SDY | 13F-HR | 2/8/2023, 04:44 PM |
| Q3 2022 | 312 | $412M | +$22.9M | -$22.5M | +$430K | VTI, VXUS, VEA, VEU, ICSH | 13F-HR | 11/14/2022, 06:56 AM |
| Q2 2022 | 313 | $440M | +$29.7M | -$49.8M | -$20M | VTI, VXUS, VEU, ICSH, SDY | 13F-HR | 8/10/2022, 02:52 PM |
| Q1 2022 | 364 | $526M | +$57.8M | -$27.9M | +$29.9M | VTI, ICSH, VEU, VXUS, VEA | 13F-HR | 5/6/2022, 10:35 AM |
| Q4 2021 | 339 | $532M | +$29.5M | -$10M | +$19.5M | VTI, VEU, ICSH, VXUS, VUSB | 13F-HR | 2/7/2022, 02:36 PM |
| Q3 2021 | 313 | $486M | +$83.1M | -$33.7M | +$49.4M | VTI, ICSH, VEU, VUSB, VXUS | 13F-HR | 11/3/2021, 05:03 PM |
| Q2 2021 | 323 | $442M | +$12.7M | -$9.53M | +$3.17M | VTI, VEU, VXUS, SCHB, VTIP | 13F-HR | 8/2/2021, 05:10 PM |
| Q1 2021 | 315 | $414M | +$16.6M | -$3.05M | +$13.5M | VTI, VEU, SCHB, VXUS, VTIP | 13F-HR | 5/12/2021, 04:25 PM |
| Q4 2020 | 304 | $384M | +$8.89M | -$5.39M | +$3.49M | VTI, VEU, SCHB, VXUS, VTIP | 13F-HR | 2/5/2021, 06:27 AM |
| Q3 2020 | 313 | $341M | +$5.22M | -$17.7M | -$12.5M | VTI, VEU, SCHB, VXUS, VTIP | 13F-HR | 11/10/2020, 04:59 PM |
| Q2 2020 | 315 | $334M | +$18.8M | -$43.9M | -$25.2M | VTI, VEU, SCHB, VXUS, VTIP | 13F-HR | 8/10/2020, 07:45 AM |
| Q1 2020 | 317 | $309M | +$37.1M | -$17.9M | +$19.3M | VTI, VEU, VTIP, SCHB, VXUS | 13F-HR | 5/5/2020, 04:12 PM |
| Q4 2019 | 333 | $361M | +$8.61M | -$10.2M | -$1.63M | VTI, VEU, VXUS, SCHB, VTIP | 13F-HR | 1/13/2020, 02:11 PM |
| Q3 2019 | 333 | $341M | +$23.9M | -$6.02M | +$17.9M | VTI, VEU, VXUS, SCHB, VTIP | 13F-HR | 11/13/2019, 01:19 PM |
| Q2 2019 | 340 | $323M | +$29.1M | -$4.17M | +$24.9M | VTI, VEU, VXUS, SCHB, VTIP | 13F-HR | 8/13/2019, 09:25 AM |
| Q1 2019 | 311 | $292M | +$11.8M | -$8.12M | +$3.65M | VTI, VEU, VXUS, SCHB, SPY | 13F-HR | 5/10/2019, 03:35 PM |
| Q4 2018 | 309 | $260M | +$31.9M | -$8.75M | +$23.1M | VTI, VEU, VXUS, SCHB, SPY | 13F-HR | 2/13/2019, 03:51 PM |
| Q3 2018 | 316 | $267M | +$5.75M | -$8.41M | -$2.66M | VTI, VEU, VXUS, SPY, SCHB | 13F-HR | 11/14/2018, 09:14 AM |
| Q2 2018 | 323 | $262M | +$20M | -$17.5M | +$2.56M | VTI, VEU, VXUS, SPY, SCHB | 13F-HR | 8/8/2018, 03:18 PM |
| Q1 2018 | 328 | $257M | +$20.9M | -$4.02M | +$16.9M | VTI, VEU, SPY, VXUS, MINT | 13F-HR | 5/14/2018, 03:29 PM |
| Q4 2017 | 316 | $245M | +$17M | -$7.29M | +$9.73M | VTI, VEU, SPY, VXUS, NEAR | 13F-HR | 1/30/2018, 03:54 PM |
| Q3 2017 | 288 | $226M | +$15.6M | -$6.41M | +$9.2M | VTI, VEU, SPY, VXUS, VEA | 13F-HR | 11/8/2017, 04:29 PM |
| Q2 2017 | 295 | $209M | +$8.32M | -$5.57M | +$2.75M | VTI, VEU, SPY, VXUS, VEA | 13F-HR | 8/11/2017, 03:49 PM |
| Q1 2017 | 345 | $202M | +$6.68M | -$6.39M | +$283K | VTI, VEU, SPY, VEA, VXUS | 13F-HR | 5/12/2017, 12:45 PM |
| Q4 2016 | 366 | $191M | +$9.29M | -$7.19M | +$2.1M | VTI, VEU, SPY, VEA, VYM | 13F-HR | 1/18/2017, 04:47 PM |
| Q3 2016 | 298 | $187M | +$6.63M | -$7.69M | -$1.06M | VTI, VEU, SPY, VEA, VYM | 13F-HR | 11/1/2016, 03:35 PM |
| Q2 2016 | 263 | $181M | +$9.52M | -$9.32M | +$203K | VTI, VEU, SPY, VEA, VYM | 13F-HR | 8/11/2016, 11:35 AM |
| Q1 2016 | 260 | $177M | +$19.2M | -$8.87M | +$10.3M | VTI, VEU, SPY, VEA, XLK | 13F-HR | 5/9/2016, 01:34 PM |
| Q4 2015 | 219 | $166M | +$5.48M | -$8.82M | -$3.34M | VTI, VEU, SPY, XLK, DBEF | 13F-HR | 2/4/2016, 02:04 PM |
| Q3 2015 | 208 | $163M | +$17.8M | -$9.72M | +$8.05M | VTI, VEU, SPY, XLK, DBEF | 13F-HR | 11/12/2015, 09:10 AM |
| Q2 2015 | 238 | $172M | +$6.72M | -$1.91M | +$4.81M | VTI, VEU, SPY, XLK, VYM | 13F-HR | 8/12/2015, 10:20 AM |
| Q1 2015 | 239 | $171M | $0 | $0 | VTI, VEU, SPY, TYG, XLK | Restatement | 6/4/2015, 10:05 AM |