| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 237 | $1.36B | +$20.3M | -$18.3M | +$2.03M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 10/11/2024, 09:33 AM |
| Q2 2024 | 237 | $1.28B | +$26.9M | -$17.9M | +$9.07M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 7/15/2024, 04:05 PM |
| Q1 2024 | 243 | $1.26B | +$63.2M | -$28.3M | +$34.9M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 4/16/2024, 07:08 PM |
| Q4 2023 | 231 | $1.17B | +$31.1M | -$47.9M | -$16.8M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 1/17/2024, 05:10 PM |
| Q3 2023 | 225 | $1.09B | +$17.5M | -$63.7M | -$46.2M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 10/17/2023, 12:42 PM |
| Q2 2023 | 236 | $1.18B | +$26.1M | -$19.4M | +$6.76M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 7/13/2023, 06:09 PM |
| Q1 2023 | 241 | $1.14B | +$33.3M | -$22.1M | +$11.2M | VTI, BND, VCIT, VEA, VEU | 13F-HR | 4/19/2023, 03:44 PM |
| Q4 2022 | 405 | $1.14B | +$95.6M | -$31.8M | +$63.8M | VTI, BND, VEA, VCIT, VEU | 13F-HR | 2/14/2023, 06:59 PM |
| Q3 2022 | 238 | $970M | +$40.1M | -$31.5M | +$8.59M | VTI, BND, VCIT, VEA, VCSH | 13F-HR | 11/2/2022, 06:53 PM |
| Q2 2022 | 242 | $1.02B | +$51.1M | -$29.9M | +$21.2M | VTI, BND, VCIT, VEA, VCSH | 13F-HR | 7/26/2022, 09:39 AM |
| Q1 2022 | 249 | $1.15B | +$66.2M | -$8.56M | +$57.6M | VTI, BND, VCIT, VEA, VEU | 13F-HR | 5/2/2022, 01:34 PM |
| Q4 2021 | 250 | $1.18B | +$27.9M | -$11M | +$16.9M | VTI, BND, VCIT, VEA, VEU | 13F-HR | 2/1/2022, 01:09 PM |
| Q3 2021 | 243 | $1.11B | +$115M | -$68.1M | +$46.7M | VTI, BND, VCIT, VEA, VEU | 13F-HR | 10/20/2021, 02:54 PM |
| Q2 2021 | 246 | $1.08B | +$40M | -$21.4M | +$18.6M | VTI, BND, VCIT, VEA, VWO | 13F-HR | 8/12/2021, 01:29 PM |
| Q1 2021 | 234 | $1.01B | +$323M | -$1.6M | +$322M | VTI, BND, VEA, VCIT, VB | 13F-HR | 4/29/2021, 09:44 AM |
| Q4 2020 | 173 | $662M | +$8.41M | -$268M | -$260M | VTI, BND, VEA, VCIT, VOO | 13F-HR | 2/9/2021, 03:01 PM |
| Q3 2020 | 213 | $838M | +$89.9M | -$79.2M | +$10.7M | VTI, BND, VCIT, VEA, VOO | 13F-HR | 10/23/2020, 10:09 AM |
| Q2 2020 | 715 | $791M | +$45M | -$8.96M | +$36.1M | VTI, BIV, BND, VEA, VCIT | 13F-HR | 8/11/2020, 01:50 PM |
| Q1 2020 | 203 | $658M | +$41.8M | -$26.6M | +$15.1M | VTI, BIV, BND, VCIT, VEA | 13F-HR | 5/6/2020, 12:14 PM |
| Q4 2019 | 217 | $774M | +$24.7M | -$16.9M | +$7.83M | VTI, BIV, VEA, VCIT, VB | 13F-HR | 2/10/2020, 09:50 AM |
| Q3 2019 | 212 | $723M | +$21.3M | -$13.3M | +$8.03M | VTI, BIV, VCIT, VO, VEA | 13F-HR | 10/30/2019, 02:09 PM |
| Q2 2019 | 214 | $711M | +$29.8M | -$12.1M | +$17.7M | VTI, BIV, VO, VCIT, VB | 13F-HR | 8/13/2019, 11:16 AM |
| Q1 2019 | 211 | $680M | $0 | $0 | VTI, BIV, VB, VO, VCIT | 13F-HR | 5/1/2019, 02:02 PM |