| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 141 | $3.5B | +$281M | -$108M | +$173M | VTI, QUAL, VEA, BND, VTV | 13F-HR | 11/4/2024, 01:25 PM |
| Q2 2024 | 141 | $3.26B | +$224M | -$27.9M | +$196M | VTI, QUAL, BND, VEA, VTV | 13F-HR | 7/31/2024, 01:54 PM |
| Q1 2024 | 121 | $2.97B | +$332M | -$55.7M | +$276M | VTI, QUAL, VEA, BND, VTV | 13F-HR | 5/7/2024, 01:02 PM |
| Q4 2023 | 112 | $2.6B | +$356M | -$50.6M | +$305M | VTI, QUAL, VEA, BND, VTV | 13F-HR | 2/7/2024, 06:16 PM |
| Q3 2023 | 95 | $2.03B | +$314M | -$111M | +$203M | VTI, VEA, QUAL, BND, VTV | 13F-HR | 11/1/2023, 02:15 PM |
| Q2 2023 | 92 | $1.97B | +$387M | -$154M | +$233M | VTI, BND, VEA, QUAL, VTV | 13F-HR | 8/3/2023, 05:49 PM |
| Q1 2023 | 75 | $1.65B | +$85M | -$2.17M | +$82.8M | VTI, VEA, BND, QUAL, VTV | 13F-HR | 5/3/2023, 06:47 PM |
| Q4 2022 | 67 | $1.57B | +$413M | -$260M | +$153M | VTI, VEA, BND, QUAL, VTV | 13F-HR | 2/13/2023, 06:21 PM |
| Q3 2022 | 68 | $1.32B | +$266M | -$72.5M | +$194M | VTI, VEA, BND, VTV, IWN | 13F-HR | 11/9/2022, 12:15 PM |
| Q2 2022 | 67 | $1.15B | +$279M | -$141M | +$138M | VTI, VEA, BND, VTV, IWN | 13F-HR | 8/4/2022, 02:37 PM |
| Q1 2022 | 65 | $1.15B | +$188M | -$53.6M | +$134M | VTI, VEA, VTV, BND, IWN | 13F-HR | 5/11/2022, 08:46 PM |
| Q4 2021 | 71 | $1.08B | +$173M | -$2.23M | +$171M | VTI, VEA, VTV, BNDX, BND | 13F-HR | 2/9/2022, 03:01 PM |
| Q3 2021 | 60 | $875M | +$160M | -$2.45M | +$158M | VTI, VEA, BND, BNDX, VTV | 13F-HR | 10/28/2021, 10:42 AM |
| Q2 2021 | 54 | $729M | +$146M | -$8.7M | +$137M | VTI, VEA, BNDX, BND, VTV | 13F-HR | 7/21/2021, 03:29 PM |
| Q1 2021 | 50 | $567M | +$125M | -$7.27M | +$117M | VTI, VEA, BNDX, BND, VTV | 13F-HR | 4/20/2021, 02:00 PM |
| Q4 2020 | 41 | $428M | $0 | $0 | VTI, VEA, BNDX, IWN, BND | 13F-HR | 4/20/2021, 01:57 PM |