| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 487 | $2.19B | +$613M | -$39.3M | +$574M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 7/31/2024, 03:52 PM |
| Q1 2024 | 381 | $1.69B | +$104M | -$74.5M | +$29.1M | VTI, VEU, CMG, VUG, VTV | 13F-HR | 4/24/2024, 12:25 PM |
| Q4 2023 | 351 | $1.53B | +$87.1M | -$62.2M | +$24.9M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 2/5/2024, 05:44 PM |
| Q3 2023 | 332 | $1.35B | +$80.9M | -$37.9M | +$43M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 11/7/2023, 02:28 PM |
| Q2 2023 | 319 | $1.37B | +$197M | -$51M | +$146M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 8/11/2023, 05:00 PM |
| Q1 2023 | 256 | $1.14B | +$21.2M | -$14.7M | +$6.5M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 5/3/2023, 01:06 PM |
| Q4 2022 | 248 | $1.06B | +$40M | -$105M | -$64.8M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 2/7/2023, 11:30 AM |
| Q3 2022 | 253 | $1.06B | +$63.8M | -$12.1M | +$51.7M | VTI, VEU, VUG, SPY, CMG | 13F-HR | 11/15/2022, 09:41 AM |
| Q2 2022 | 231 | $1.07B | +$38.2M | -$34.3M | +$3.98M | VTI, VEU, VUG, VTV, SPY | 13F-HR | 8/12/2022, 10:39 AM |
| Q1 2022 | 245 | $1.28B | +$75.7M | -$36M | +$39.6M | VTI, VEU, VUG, VTV, VOO | 13F-HR | 5/10/2022, 11:47 AM |
| Q4 2021 | 243 | $1.31B | +$80.9M | -$12.8M | +$68.1M | VTI, VEU, VUG, VOO, VTV | 13F-HR | 2/7/2022, 03:47 PM |
| Q3 2021 | 221 | $1.17B | +$167M | -$2.62M | +$164M | VTI, VEU, VUG, VOO, VTV | 13F-HR | 11/8/2021, 01:46 PM |
| Q2 2021 | 167 | $1.01B | +$222M | -$20.8M | +$201M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 8/6/2021, 10:34 AM |
| Q1 2021 | 56 | $758M | +$9.61M | -$5.69M | +$3.92M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 5/3/2021, 01:16 PM |
| Q4 2020 | 52 | $711M | +$30.7M | -$13.5M | +$17.2M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 2/9/2021, 02:19 PM |
| Q3 2020 | 34 | $605M | +$4.89M | -$7.89M | -$3M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 10/22/2020, 11:21 AM |
| Q2 2020 | 35 | $565M | +$58.1M | -$33.3M | +$24.8M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 8/12/2020, 11:50 AM |
| Q1 2020 | 43 | $455M | +$7.66M | -$3.47M | +$4.19M | VTI, VEU, VOE, VTV, VBR | 13F-HR | 5/4/2020, 11:30 AM |
| Q4 2019 | 46 | $589M | +$11M | -$2.65M | +$8.38M | VTI, VEU, VOE, VTV, VBR | 13F-HR | 2/11/2020, 03:59 PM |
| Q3 2019 | 3 | $34.6M | $0 | $0 | VTV, IUSV, IWN | 13F-HR | 11/4/2019, 03:04 PM | |
| Q2 2019 | 44 | $593M | +$13.9M | -$17.9M | -$4.06M | VTI, VEU, VOE, VTV, VBR | 13F-HR | 8/1/2019, 12:55 PM |
| Q1 2019 | 51 | $583M | +$9.58M | -$3.34M | +$6.24M | VTI, VEU, VOE, VTV, GNR | 13F-HR | 5/14/2019, 09:56 AM |
| Q4 2018 | 47 | $515M | $0 | $0 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 2/8/2019, 10:13 AM |