| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 1,628 | $6.78B | +$639M | -$93.1M | +$545M | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 11/7/2024, 10:25 AM |
| Q2 2024 | 1,516 | $5.93B | +$2.09B | -$15.5M | +$2.08B | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 8/6/2024, 05:52 PM |
| Q1 2024 | 665 | $3.89B | +$161M | -$200M | -$38.7M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 5/2/2024, 07:15 AM |
| Q4 2023 | 624 | $3.69B | +$629M | -$54.1M | +$575M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 2/5/2024, 10:39 AM |
| Q3 2023 | 462 | $2.83B | +$97.1M | -$79M | +$18.1M | VUG, VTV, VBR, IWF, VWO | 13F-HR | 11/8/2023, 02:32 PM |
| Q2 2023 | 469 | $2.93B | +$53.4M | -$104M | -$50.2M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 8/4/2023, 02:28 PM |
| Q1 2023 | 478 | $2.83B | +$779M | -$73M | +$706M | VTV, VUG, VBR, VWO, IWF | 13F-HR | 5/15/2023, 04:34 PM |
| Q4 2022 | 237 | $2.02B | +$158M | -$11M | +$147M | VTV, VUG, VBR, VWO, IWF | 13F-HR | 2/13/2023, 11:36 AM |
| Q3 2022 | 211 | $1.73B | +$89M | -$38.3M | +$50.7M | VUG, VTV, VBR, VWO, VBK | 13F-HR | 10/21/2022, 08:45 AM |
| Q2 2022 | 216 | $1.79B | +$179M | -$49.6M | +$129M | VUG, VTV, VBR, VWO, VBK | 13F-HR | 8/11/2022, 12:27 PM |
| Q1 2022 | 237 | $1.97B | +$70.6M | -$37.5M | +$33.1M | VUG, VTV, VBR, VBK, VWO | 13F-HR | 5/2/2022, 02:30 PM |
| Q4 2021 | 233 | $2.05B | +$66.9M | -$19.8M | +$47.1M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 2/8/2022, 01:05 PM |
| Q3 2021 | 221 | $1.87B | +$74.3M | -$27.4M | +$46.9M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 11/8/2021, 05:23 PM |
| Q2 2021 | 220 | $1.85B | +$189M | -$14.8M | +$174M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 8/13/2021, 02:43 PM |
| Q1 2021 | 202 | $1.57B | +$96.6M | -$27.9M | +$68.7M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 4/29/2021, 10:28 AM |
| Q4 2020 | 202 | $1.41B | +$107M | -$55M | +$52.3M | VUG, VTV, VBK, VBR, IWF | 13F-HR | 2/4/2021, 04:43 PM |
| Q3 2020 | 181 | $1.2B | +$122M | -$23.5M | +$98.2M | VUG, VTV, IWF, VBK, VBR | 13F-HR | 11/3/2020, 04:27 PM |
| Q2 2020 | 183 | $1.03B | +$106M | -$46.7M | +$59.7M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 8/14/2020, 08:27 AM |
| Q1 2020 | 178 | $813M | +$68.8M | -$27.1M | +$41.7M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 5/15/2020, 02:26 PM |
| Q4 2019 | 196 | $1.01B | +$94M | -$14.4M | +$79.6M | VUG, IWF, VTV, VBK, AMLP | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2019 | 187 | $865M | +$30.8M | -$24.6M | +$6.2M | VUG, IWF, VTV, VBK, AMLP | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2019 | 198 | $857M | +$33.5M | -$15M | +$18.5M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2019 | 196 | $817M | +$47.4M | -$24.5M | +$23M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2018 | 190 | $699M | +$93.3M | -$44.1M | +$49.2M | VUG, IWF, VTV, IWD, VEA | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2018 | 218 | $764M | +$30.2M | -$52.9M | -$22.7M | VUG, IWF, IWD, VBK, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2018 | 234 | $746M | +$9.18M | -$122M | -$112M | VUG, IWF, IWD, VBK, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2018 | 276 | $838M | +$68.6M | -$47M | +$21.5M | VUG, IWF, IWD, VEA, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2017 | 287 | $827M | +$43.3M | -$17.1M | +$26.2M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2017 | 267 | $762M | +$47.8M | -$23.9M | +$24M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2017 | 259 | $710M | +$37.2M | -$30.2M | +$7M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2017 | 283 | $666M | +$60.5M | -$28.2M | +$32.3M | IWF, IWD, VUG, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2016 | 263 | $606M | +$76.6M | -$36.7M | +$39.8M | IWF, IWD, IWB, VUG, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2016 | 232 | $573M | +$53.8M | -$19.2M | +$34.6M | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2016 | 215 | $520M | +$32.3M | -$18.2M | +$14.1M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2016 | 202 | $496M | +$77.6M | -$6.94M | +$70.6M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2015 | 161 | $424M | +$33.5M | -$7.59M | +$25.9M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2015 | 152 | $382M | +$22.7M | -$8.61M | +$14.1M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2015 | 151 | $401M | +$20M | -$5.58M | +$14.4M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2015 | 149 | $392M | +$20.7M | -$9.44M | +$11.3M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2014 | 146 | $372M | +$26M | -$8.11M | +$17.8M | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2014 | 149 | $341M | +$5.37M | -$9.5M | -$4.13M | IWF, IWB, IWD, SPY, EFA | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2014 | 145 | $353M | +$13.5M | -$11.7M | +$1.79M | IWF, IWB, IWD, EFA, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2014 | 139 | $339M | $0 | $0 | IWF, IWB, IWD, EFA, SPY | 13F-HR | 6/4/2020, 05:20 PM |