| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2019 | 134 | $476M | +$32.5M | -$47M | -$14.5M | VIG, ITOT, VCIT, JNJ, VEU | 13F-HR | 4/24/2019, 02:07 PM |
| Q4 2018 | 123 | $441M | +$31.2M | -$13.7M | +$17.5M | VIG, VEU, ITOT, VCIT, VTI | 13F-HR | 1/17/2019, 11:56 AM |
| Q3 2018 | 124 | $482M | +$22.7M | -$6.66M | +$16M | VIG, VEU, ITOT, VTI, AAPL | 13F-HR | 10/16/2018, 03:25 PM |
| Q2 2018 | 124 | $441M | +$15.3M | -$6.89M | +$8.45M | VIG, VEU, VTI, ITOT, IEMG | 13F-HR | 7/17/2018, 02:26 PM |
| Q1 2018 | 119 | $431M | +$32.4M | -$5.3M | +$27.1M | VIG, VEU, IEMG, VTI, JNJ | 13F-HR | 4/17/2018, 03:24 PM |
| Q4 2017 | 115 | $415M | +$13.5M | -$6.5M | +$7.02M | VIG, VEU, VTI, JNJ, XOM | 13F-HR | 1/19/2018, 12:07 PM |
| Q3 2017 | 115 | $386M | +$57.2M | -$6.16M | +$51M | VIG, VEU, VTI, XOM, JNJ | 13F-HR | 10/18/2017, 03:45 PM |
| Q2 2017 | 101 | $325M | +$30.1M | -$4.49M | +$25.6M | VIG, VEU, VYM, VTI, JNJ | 13F-HR | 7/12/2017, 11:51 AM |
| Q1 2017 | 95 | $295M | +$31.5M | -$5.19M | +$26.3M | VIG, VEU, VYM, VTI, XOM | 13F-HR | 4/13/2017, 11:47 AM |
| Q4 2016 | 89 | $257M | +$14.3M | -$5.09M | +$9.19M | VIG, XOM, VYM, VTI, VEU | 13F-HR | 1/20/2017, 02:11 PM |
| Q3 2016 | 86 | $242M | +$10.1M | -$1.84M | +$8.3M | VIG, XOM, VTI, VYM, VEU | 13F-HR | 10/7/2016, 12:21 PM |
| Q2 2016 | 85 | $232M | +$12.2M | -$3.36M | +$8.89M | VIG, XOM, VTI, VYM, JNJ | 13F-HR | 7/8/2016, 03:05 PM |
| Q1 2016 | 82 | $216M | +$29.8M | -$3.18M | +$26.6M | VIG, XOM, VTI, JNJ, VEU | 13F-HR | 4/20/2016, 11:26 AM |
| Q4 2015 | 80 | $184M | +$17.8M | -$7.08M | +$10.7M | VIG, XOM, VTI, VT, JNJ | 13F-HR | 1/20/2016, 11:28 AM |
| Q3 2015 | 71 | $164M | $0 | $0 | VIG, XOM, VT, JNJ, VTI | 13F-HR | 10/26/2015, 01:43 PM |