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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 117 | $553,046,812 | +$20,680,668 | -$9,626,898 | +$11,053,770 | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 13 Jan 2026, 19:04 |
| Q3 2025 | 117 | $531,069,110 | +$10,967,832 | -$8,236,778 | +$2,731,054 | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 14 Oct 2025, 13:49 |
| Q2 2025 | 111 | $500,682,497 | +$19,194,184 | -$27,203,354 | -$8,009,170 | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 14 Jul 2025, 16:22 |
| Q1 2025 | 107 | $463,802,102 | +$57,447,743 | -$12,267,057 | +$45,180,686 | IJH, FNDX, VTI, DFAC, VCSH | 13F-HR | 15 Apr 2025, 14:11 |
| Q4 2024 | 108 | $434,252,736 | +$41,093,195 | -$16,919,497 | +$24,173,698 | IJH, FNDX, VTI, VEU, VTIP | 13F-HR | 16 Jan 2025, 15:31 |
| Q3 2024 | 109 | $440,610,010 | +$8,216,653 | -$5,699,352 | +$2,517,301 | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 15 Oct 2024, 15:20 |
| Q2 2024 | 108 | $417,279,360 | +$32,009,463 | -$2,265,211 | +$29,744,252 | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 24 Jul 2024, 17:09 |
| Q1 2024 | 93 | $386,987,575 | +$91,903,078 | -$4,971,231 | +$86,931,847 | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 18 Apr 2024, 16:42 |
| Q4 2023 | 84 | $337,367,912 | +$7,520,441 | -$2,236,428 | +$5,284,013 | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 23 Jan 2024, 13:32 |
| Q3 2023 | 80 | $305,607,584 | +$55,444,640 | -$6,122,333 | +$49,322,307 | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 17 Oct 2023, 11:11 |
| Q2 2023 | 70 | $265,534,037 | +$4,426,793 | -$5,129,184 | -$702,391 | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 27 Jul 2023, 13:07 |
| Q1 2023 | 67 | $256,446,370 | +$14,690,572 | -$5,832,086 | +$8,858,486 | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 20 Apr 2023, 16:27 |
| Q4 2022 | 67 | $236,429,120 | +$30,751,542 | -$24,514,694 | +$6,236,848 | IJH, VEU, FNDX, VTEB, USMV | 13F-HR | 27 Jan 2023, 10:56 |
| Q3 2022 | 59 | $213,365,000 | +$3,581,959 | -$4,663,666 | -$1,081,707 | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 31 Oct 2022, 16:05 |
| Q2 2022 | 66 | $228,701,000 | +$10,850,549 | -$9,226,944 | +$1,623,605 | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 25 Jul 2022, 12:29 |
| Q1 2022 | 69 | $262,558,000 | +$9,595,305 | -$6,350,293 | +$3,245,012 | IJH, VEU, VTEB, FNDX, USMV | 13F-HR | 18 Apr 2022, 21:39 |
| Q4 2021 | 73 | $272,970,000 | +$24,645,202 | -$2,728,520 | +$21,916,682 | IJH, VEU, VTEB, FNDX, VTI | 13F-HR | 01 Feb 2022, 12:49 |
| Q3 2021 | 70 | $238,349,000 | +$13,266,675 | -$2,850,097 | +$10,416,578 | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 25 Oct 2021, 12:11 |
| Q2 2021 | 71 | $230,776,000 | +$16,316,951 | -$43,321,214 | -$27,004,263 | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 26 Jul 2021, 20:27 |
| Q1 2021 | 65 | $249,301,000 | +$22,156,663 | -$4,409,101 | +$17,747,562 | IJH, VCSH, VTEB, VEU, FNDX | 13F-HR | 06 May 2021, 11:12 |
| Q4 2020 | 64 | $219,622,000 | +$39,169,200 | -$1,444,104 | +$37,725,096 | IJH, VCSH, VTEB, VEU, VUG | 13F-HR | 21 Jan 2021, 20:48 |
| Q3 2020 | 57 | $159,815,000 | +$9,961,643 | -$9,941,709 | +$19,934 | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 16 Oct 2020, 11:51 |
| Q2 2020 | 69 | $153,618,000 | +$13,151,088 | -$8,148,940 | +$5,002,148 | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 21 Jul 2020, 13:14 |
| Q1 2020 | 65 | $128,815,000 | +$17,119,140 | -$30,082,603 | -$12,963,463 | IJH, VTEB, VUG, VEU, VT | 13F-HR | 28 Apr 2020, 16:24 |
| Q4 2019 | 82 | $165,621,000 | +$11,154,290 | -$4,744,062 | +$6,410,228 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 07 Jan 2020, 15:15 |
| Q3 2019 | 79 | $150,377,000 | +$4,048,515 | -$2,527,139 | +$1,521,376 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Oct 2019, 12:10 |
| Q2 2019 | 77 | $148,677,000 | +$9,463,854 | -$2,204,049 | +$7,259,805 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10 Jul 2019, 14:39 |
| Q1 2019 | 70 | $138,202,000 | +$6,352,638 | -$1,485,062 | +$4,867,576 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10 Apr 2019, 15:00 |
| Q4 2018 | 64 | $121,227,000 | +$14,335,163 | -$13,829,599 | +$505,564 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Jan 2019, 16:56 |
| Q3 2018 | 68 | $137,025,000 | +$4,383,549 | -$2,666,529 | +$1,717,020 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 23 Oct 2018, 12:37 |
| Q2 2018 | 63 | $132,375,000 | +$5,419,011 | -$2,728,309 | +$2,690,702 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Jul 2018, 11:48 |
| Q1 2018 | 61 | $128,099,000 | +$4,646,291 | -$6,496,662 | -$1,850,371 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 25 Apr 2018, 14:00 |
| Q4 2017 | 63 | $130,560,000 | $0 | $0 | $0 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 14 Feb 2018, 15:59 |