| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 174 | $903M | +$35.5M | -$23.7M | +$11.7M | VV, VB, VEA, SCHE, VO | 13F-HR | 10/7/2024, 02:48 PM |
| Q2 2024 | 172 | $837M | +$26M | -$1.52M | +$24.5M | VV, VB, VEA, SCHE, VO | 13F-HR | 7/9/2024, 04:09 PM |
| Q1 2024 | 157 | $812M | +$91.7M | -$66.2M | +$25.6M | VV, VB, VEA, SCHE, VO | 13F-HR | 4/2/2024, 03:03 PM |
| Q4 2023 | 148 | $751M | +$99.6M | -$84.9M | +$14.7M | VV, VB, VEA, SCHE, VO | 13F-HR | 1/17/2024, 03:00 PM |
| Q3 2023 | 130 | $678M | +$11.3M | -$13.1M | -$1.87M | VV, VB, VEA, SCHE, VO | 13F-HR | 10/17/2023, 01:34 PM |
| Q2 2023 | 140 | $705M | +$42.8M | -$23.8M | +$18.9M | VV, VB, VEA, SCHE, VO | 13F-HR | 7/19/2023, 02:14 PM |
| Q1 2023 | 133 | $671M | +$37.3M | -$28.7M | +$8.69M | VV, VB, VEA, SCHE, VO | 13F-HR | 4/14/2023, 11:13 AM |
| Q4 2022 | 125 | $639M | +$88.2M | -$69.3M | +$18.9M | VV, VB, VEA, SCHE, VO | 13F-HR | 1/12/2023, 12:18 PM |
| Q3 2022 | 111 | $577M | +$50.2M | -$43.8M | +$6.38M | VV, VB, VEA, SCHE, VO | 13F-HR | 10/25/2022, 10:47 AM |
| Q2 2022 | 115 | $608M | +$73.3M | -$59M | +$14.3M | VV, VEA, VB, SCHE, SPYD | 13F-HR | 7/25/2022, 02:23 PM |
| Q1 2022 | 118 | $660M | +$62.8M | -$39.4M | +$23.4M | VV, VEA, VB, SCHE, VO | 13F-HR | 4/26/2022, 12:58 PM |
| Q4 2021 | 105 | $666M | +$30.4M | -$30.4M | -$50.7K | VV, VB, VEA, SCHE, VO | 13F-HR | 1/12/2022, 11:13 AM |
| Q3 2021 | 98 | $642M | +$26.7M | -$19.3M | +$7.48M | VV, VEA, VB, SCHE, VO | 13F-HR | 10/12/2021, 02:15 PM |
| Q2 2021 | 96 | $650M | +$47M | -$48.4M | -$1.38M | VV, VB, VEA, SCHE, VO | 13F-HR | 7/21/2021, 04:04 PM |
| Q1 2021 | 87 | $623M | +$57M | -$82M | -$25.1M | VV, VB, VEA, SCHE, VO | 13F-HR | 4/19/2021, 02:15 PM |
| Q4 2020 | 80 | $620M | +$46.9M | -$11M | +$35.9M | VB, VEA, VV, SCHE, VO | 13F-HR | 1/26/2021, 01:36 PM |
| Q3 2020 | 76 | $523M | +$13.6M | -$37.9M | -$24.3M | VV, VEA, VB, SCHE, SPAB | 13F-HR | 10/28/2020, 07:16 AM |
| Q2 2020 | 75 | $319M | +$35.3M | -$2.4M | +$32.9M | VB, VEA, SCHE, SPAB, VUG | 13F-HR | 8/5/2020, 09:06 AM |
| Q1 2020 | 66 | $417M | +$79.7M | -$99.5M | -$19.8M | VEA, VV, VB, SCHE, SPAB | 13F-HR | 5/4/2020, 01:40 PM |
| Q4 2019 | 85 | $523M | $0 | $0 | VEA, VV, VWO, VB, VO | 13F-HR | 1/31/2020, 10:39 AM |