| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 733 | $896M | +$8.89M | -$291M | -$282M | IVW, XLK, SUB, VOO, IVE | 13F-HR | 7/25/2024, 03:10 PM |
| Q1 2024 | 846 | $1.16B | +$96.9M | -$36.8M | +$60M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 5/2/2024, 04:18 PM |
| Q4 2023 | 764 | $958M | +$21.3K | $0 | +$21.3K | IVW, XLK, VOO, IVE, SUB | 13F-HR | 2/6/2024, 07:50 PM |
| Q3 2023 | 761 | $958M | +$59.6M | -$5.16M | +$54.4M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 11/13/2023, 06:43 PM |
| Q2 2023 | 172 | $940M | +$53.3M | -$3.8M | +$49.5M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 7/21/2023, 06:03 PM |
| Q1 2023 | 164 | $839M | +$11.6M | -$3.37M | +$8.22M | IVW, XLK, VOO, IVE, VEA | 13F-HR | 4/28/2023, 03:39 PM |
| Q4 2022 | 161 | $789M | +$104M | -$35.9M | +$68.2M | IVW, IVE, VOO, XLK, VEA | 13F-HR | 2/8/2023, 03:44 PM |
| Q3 2022 | 143 | $667M | +$60.5M | -$2.55M | +$57.9M | IVW, VOO, XLK, IVE, VEA | 13F-HR | 11/3/2022, 03:24 PM |
| Q2 2022 | 123 | $646M | +$68M | -$5.55M | +$62.5M | IVW, VOO, XLK, IVE, VEA | 13F-HR | 8/2/2022, 06:48 PM |
| Q1 2022 | 118 | $689M | +$23.7M | -$6.5M | +$17.2M | IVW, XLK, IVE, VOO, VEA | 13F-HR | 5/6/2022, 03:22 PM |
| Q4 2021 | 110 | $706M | +$19.3M | -$14.5M | +$4.74M | IVW, XLK, IVE, VOO, VEA | 13F-HR | 2/4/2022, 05:00 PM |
| Q3 2021 | 95 | $616M | +$15.8M | -$7.21M | +$8.59M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 11/1/2021, 12:34 PM |
| Q2 2021 | 80 | $637M | +$15.1M | -$3.63M | +$11.4M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 8/5/2021, 06:08 PM |
| Q1 2021 | 73 | $589M | +$15.9M | -$8.3M | +$7.65M | IVW, IVE, XLK, VEA, VYM | 13F-HR | 5/6/2021, 05:26 PM |
| Q4 2020 | 68 | $539M | +$109M | -$14.9M | +$93.7M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 2/4/2021, 01:51 PM |
| Q3 2020 | 67 | $477M | +$4.4M | -$18.7M | -$14.3M | IVW, XLK, IVE, VYM, VEA | 13F-HR | 10/26/2020, 10:44 AM |
| Q2 2020 | 61 | $461M | +$70.2M | -$74M | -$3.81M | IVW, XLK, IVE, VYM, VEA | 13F-HR | 7/17/2020, 01:24 PM |
| Q1 2020 | 216 | $389M | +$50.9M | -$43.1M | +$7.8M | IVW, IVE, XLK, IJK, IJJ | 13F-HR | 4/3/2020, 12:36 PM |
| Q4 2019 | 225 | $503M | +$5.41M | -$27.8M | -$22.4M | IVW, IVE, EFA, XLK, IJK | 13F-HR | 2/7/2020, 04:15 PM |
| Q3 2019 | 201 | $489M | +$3.82M | -$8.92M | -$5.1M | IVW, IVE, EFA, XLK, IJK | 13F-HR | 11/6/2019, 10:36 AM |
| Q2 2019 | 203 | $492M | +$5.41M | -$11.5M | -$6.12M | IVW, IVE, EFA, XLK, IJK | 13F-HR | 8/20/2019, 01:34 PM |
| Q1 2019 | 241 | $485M | +$5.98M | -$7.44M | -$1.47M | IVW, IVE, EFA, XLK, IJJ | 13F-HR | 5/14/2019, 12:39 PM |
| Q4 2018 | 180 | $433M | $0 | $0 | IVW, IVE, EFA, XLK, IJJ | 13F-HR | 2/13/2019, 11:23 AM |