| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 482 | $2.83B | +$1.55B | -$175M | +$1.38B | VOO, IVV, VEA, SPY, GOVT | 13F-HR | 11/13/2020, 04:09 PM |
| Q2 2020 | 447 | $1.39B | +$86.9M | -$65.2M | +$21.7M | VOO, IVV, ACN, VEA, VO | 13F-HR | 8/13/2020, 09:45 PM |
| Q1 2020 | 431 | $1.15B | +$105M | -$125M | -$20M | VOO, IVV, ACN, VEA, VO | 13F-HR | 5/13/2020, 02:58 PM |
| Q4 2019 | 496 | $1.49B | +$104M | -$79.2M | +$25.1M | VOO, IVV, VEA, ACN, IJH | 13F-HR | 2/14/2020, 08:19 AM |
| Q3 2019 | 465 | $1.37B | +$48.3M | -$25.8M | +$22.5M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 11/13/2019, 12:02 PM |
| Q2 2019 | 457 | $1.33B | +$73.9M | -$104M | -$29.7M | VOO, IVV, VEA, ACN, IJR | 13F-HR | 8/12/2019, 04:54 PM |
| Q1 2019 | 2,460 | $1.33B | +$100M | -$39.5M | +$60.5M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 5/10/2019, 05:39 PM |
| Q4 2018 | 2,413 | $1.12B | +$135M | -$53.4M | +$81.7M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 2/14/2019, 10:50 AM |
| Q3 2018 | 2,369 | $1.21B | +$80.4M | -$24.7M | +$55.7M | IVV, VOO, VEA, ACN, IJR | 13F-HR | 11/13/2018, 04:35 PM |
| Q2 2018 | 2,414 | $1.1B | +$89.4M | -$44M | +$45.4M | IVV, VOO, VEA, ACN, IJR | 13F-HR | 8/8/2018, 02:39 PM |
| Q1 2018 | 2,480 | $1.06B | +$91.5M | -$43.6M | +$47.9M | IVV, VOO, VEA, IJR, SCHF | 13F-HR | 5/3/2018, 10:08 AM |
| Q4 2017 | 2,421 | $1.03B | +$104M | -$31.1M | +$72.9M | IVV, VOO, VEA, SCHF, IJR | 13F-HR | 2/7/2018, 01:40 PM |
| Q3 2017 | 2,224 | $917M | +$64.5M | -$24.2M | +$40.4M | VOO, IVV, SCHF, VEA, IWM | 13F-HR | 11/8/2017, 04:29 PM |
| Q2 2017 | 2,177 | $844M | +$143M | -$18.4M | +$124M | IVV, VOO, SCHF, IWM, VEA | 13F-HR | 8/8/2017, 05:43 PM |
| Q1 2017 | 1,905 | $703M | +$60.8M | -$43.1M | +$17.6M | VOO, IVV, IWM, SCHF, VEA | 13F-HR | 5/9/2017, 11:35 AM |
| Q4 2016 | 1,738 | $668M | +$40.3M | -$32.6M | +$7.64M | VOO, IVV, IWM, VEA, SCHF | 13F-HR | 2/6/2017, 02:46 PM |
| Q3 2016 | 1,728 | $641M | +$41.3M | -$19.1M | +$22.2M | IVV, VOO, IWM, SCHF, VEA | 13F-HR | 11/4/2016, 04:12 PM |
| Q2 2016 | 1,684 | $600M | +$41.4M | -$19.1M | +$22.3M | IVV, VOO, IWM, VEA, SCHF | 13F-HR | 8/12/2016, 04:08 PM |
| Q1 2016 | 1,734 | $567M | +$47.2M | -$24.2M | +$22.9M | IVV, VOO, IWM, VEA, SCHF | 13F-HR | 5/6/2016, 11:49 AM |
| Q4 2015 | 1,720 | $537M | $0 | $0 | IVV, VOO, IWM, SCHF, VEA | 13F-HR | 2/10/2016, 04:41 PM |