| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 278 | $452M | +$17.2M | -$8.19M | +$9.06M | RSP, VO, IAU, VB, AVUV | 13F-HR | 11/1/2024, 12:40 PM |
| Q2 2024 | 251 | $419M | +$18.4M | -$15.6M | +$2.87M | RSP, VO, IAU, VB, AVUV | 13F-HR | 7/30/2024, 05:23 PM |
| Q1 2024 | 238 | $424M | +$17.7M | -$9.61M | +$8.1M | RSP, VO, VB, IAU, AVUV | 13F-HR | 4/26/2024, 12:30 PM |
| Q4 2023 | 229 | $389M | +$10.7M | -$11.4M | -$697K | RSP, VO, AVUV, VB, IAU | 13F-HR | 2/5/2024, 05:27 PM |
| Q3 2023 | 223 | $356M | +$24.8M | -$11.8M | +$13.1M | RSP, VO, AVUV, VB, IAU | 13F-HR | 10/26/2023, 05:14 PM |
| Q2 2023 | 224 | $359M | +$14M | -$10.9M | +$3.05M | RSP, VO, AVUV, VB, IAU | 13F-HR | 7/31/2023, 05:14 PM |
| Q1 2023 | 219 | $343M | +$20M | -$7.75M | +$12.3M | RSP, VO, IAU, AVUV, VB | 13F-HR | 4/20/2023, 09:40 PM |
| Q4 2022 | 211 | $315M | +$63.8M | -$13.2M | +$50.6M | RSP, VO, VB, IAU, AVUV | 13F-HR | 1/31/2023, 08:43 PM |
| Q3 2022 | 190 | $249M | +$17.6M | -$9.07M | +$8.57M | RSP, IAU, VO, VB, SDY | 13F-HR | 10/24/2022, 03:49 PM |
| Q2 2022 | 202 | $262M | +$7.26M | -$13.9M | -$6.66M | RSP, IAU, IEFA, VO, VB | 13F-HR | 7/28/2022, 05:30 PM |
| Q1 2022 | 219 | $330M | +$12.2M | -$9.56M | +$2.64M | RSP, IAU, IEFA, VO, VB | 13F-HR | 4/27/2022, 05:19 PM |
| Q4 2021 | 226 | $357M | +$32.8M | -$6.32M | +$26.5M | RSP, VINC, IAU, IEFA, VO | 13F-HR | 2/3/2022, 09:35 PM |
| Q3 2021 | 201 | $329M | +$8.47M | -$14.3M | -$5.84M | VINC, RSP, IAU, IEFA, VO | 13F-HR | 10/18/2021, 10:46 AM |
| Q2 2021 | 204 | $339M | +$36.7M | -$15.5M | +$21.2M | VINC, DOCU, RSP, IAU, IEFA | 13F-HR | 7/26/2021, 06:56 PM |
| Q1 2021 | 184 | $304M | +$50.7M | -$11.6M | +$39.1M | VINC, RSP, DOCU, IAU, IEFA | 13F-HR | 5/3/2021, 08:53 PM |
| Q4 2020 | 178 | $253M | +$18.8M | -$4.69M | +$14.1M | DOCU, RSP, IEFA, IAU, VO | 13F-HR | 2/2/2021, 07:50 PM |
| Q3 2020 | 167 | $207M | +$17M | -$6.59M | +$10.4M | RSP, IAU, IEFA, VO, VB | 13F-HR | 11/4/2020, 09:49 PM |
| Q2 2020 | 167 | $189M | +$23.6M | -$6.38M | +$17.2M | RSP, IAU, IEFA, VO, SDY | 13F-HR | 7/29/2020, 09:04 PM |
| Q1 2020 | 142 | $139M | +$15.1M | -$18M | -$2.95M | RSP, IAU, IEFA, VO, SDY | 13F-HR | 4/29/2020, 02:12 PM |
| Q4 2019 | 155 | $175M | +$8.32M | -$7.01M | +$1.32M | RSP, IEFA, VO, IAU, VB | 13F-HR | 1/31/2020, 07:22 AM |
| Q3 2019 | 143 | $159M | +$10.5M | -$4.71M | +$5.76M | RSP, IEFA, VO, VB, IAU | 13F-HR | 10/25/2019, 02:32 PM |
| Q2 2019 | 135 | $156M | +$7.5M | -$5.02M | +$2.47M | RSP, IEFA, VO, VB, DOCU | 13F-HR | 8/20/2019, 01:26 PM |
| Q1 2019 | 127 | $151M | $0 | $0 | RSP, IEFA, VO, DOCU, VB | 13F-HR | 4/18/2019, 12:02 PM |