| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 66 | $1.04B | +$32M | -$1.48M | +$30.5M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/13/2024, 04:18 PM |
| Q1 2024 | 60 | $1.01B | +$119M | -$8.55M | +$111M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 5/14/2024, 04:05 PM |
| Q4 2023 | 59 | $939M | +$16.5M | -$7.42M | +$9.06M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/13/2024, 04:04 PM |
| Q3 2023 | 55 | $855M | +$21.7M | -$5.33M | +$16.4M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 11/13/2023, 04:13 PM |
| Q2 2023 | 52 | $876M | +$12.4M | -$7.69M | +$4.71M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/11/2023, 04:13 PM |
| Q1 2023 | 48 | $847M | +$13.2M | -$4.05M | +$9.11M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 5/12/2023, 04:13 PM |
| Q4 2022 | 40 | $797M | +$12.9M | -$5.01M | +$7.85M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/13/2023, 04:13 PM |
| Q3 2022 | 26 | $738M | +$20.5M | -$834K | +$19.6M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 11/10/2022, 04:07 PM |
| Q2 2022 | 21 | $768M | +$8.6M | -$6.03M | +$2.57M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/10/2022, 04:10 PM |
| Q1 2022 | 17 | $869M | +$32.5M | -$303K | +$32.2M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 5/13/2022, 04:13 PM |
| Q4 2021 | 17 | $886M | +$65.4M | -$31.5K | +$65.4M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/11/2022, 04:22 PM |
| Q3 2021 | 17 | $795M | +$80.7M | $0 | +$80.7M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 11/10/2021, 04:11 PM |
| Q2 2021 | 17 | $723M | +$97.9M | $0 | +$97.9M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/13/2021, 04:11 PM |
| Q1 2021 | 17 | $601M | +$100M | $0 | +$100M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 5/14/2021, 04:09 PM |
| Q4 2020 | 17 | $483M | +$68.3M | $0 | +$68.3M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/12/2021, 04:17 PM |
| Q3 2020 | 17 | $375M | +$38.4M | $0 | +$38.4M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 11/13/2020, 04:06 PM |
| Q2 2020 | 17 | $323M | +$22.2M | $0 | +$22.2M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/13/2020, 04:15 PM |
| Q1 2020 | 16 | $266M | +$41.9M | -$234K | +$41.7M | IVV, VEA, BNDX, IJH, IEF | 13F-HR | 5/14/2020, 04:11 PM |
| Q4 2019 | 15 | $264M | +$40.7M | $0 | +$40.7M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/13/2020, 04:07 PM |
| Q3 2019 | 13 | $214M | +$29.9M | $0 | +$29.9M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 11/13/2019, 04:15 PM |
| Q2 2019 | 10 | $184M | +$25.5M | $0 | +$25.5M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 8/13/2019, 04:12 PM |
| Q1 2019 | 10 | $154M | +$20M | $0 | +$20M | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 5/14/2019, 04:10 PM |
| Q4 2018 | 9 | $124M | $0 | $0 | IVV, VEA, IJH, BNDX, IEF | 13F-HR | 2/13/2019, 04:05 PM |