| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 186 | $1.07B | +$65.4M | -$6.74M | +$58.7M | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 10/30/2024, 02:02 PM |
| Q2 2024 | 175 | $958M | +$51.1M | -$38.1M | +$13M | IVV, AGG, VXF, VXUS, BSV | 13F-HR | 7/24/2024, 04:13 PM |
| Q1 2024 | 182 | $933M | +$63M | -$16.1M | +$46.9M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 4/23/2024, 11:28 AM |
| Q4 2023 | 168 | $842M | +$33.1M | -$16M | +$17.1M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 1/26/2024, 11:23 AM |
| Q3 2023 | 171 | $755M | +$48.2M | -$31.1M | +$17.2M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 10/4/2023, 05:47 PM |
| Q2 2023 | 173 | $768M | +$31.5M | -$16.8M | +$14.7M | IVV, AGG, VEU, VXF, IXUS | 13F-HR | 7/20/2023, 12:24 PM |
| Q1 2023 | 174 | $721M | +$29.8M | -$15.2M | +$14.6M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 4/19/2023, 04:35 PM |
| Q4 2022 | 160 | $668M | +$39.4M | -$36.9M | +$2.5M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 1/20/2023, 01:08 PM |
| Q3 2022 | 157 | $625M | +$19.8M | -$85.1M | -$65.3M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 12/6/2022, 03:38 PM |
| Q2 2022 | 905 | $733M | +$49M | -$32.9M | +$16.1M | IVV, VEU, AGG, VXF, IXUS | 13F-HR | 7/21/2022, 04:44 PM |
| Q1 2022 | 952 | $816M | +$39.9M | -$36.4M | +$3.43M | IVV, VEU, AGG, BSV, VXF | 13F-HR | 5/5/2022, 04:33 PM |
| Q4 2021 | 841 | $859M | +$41.2M | -$13.8M | +$27.5M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 2/9/2022, 02:21 PM |
| Q3 2021 | 813 | $797M | +$38.3M | -$3.97M | +$34.4M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 11/8/2021, 10:46 AM |
| Q2 2021 | 798 | $777M | +$41.1M | -$6.56M | +$34.6M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 7/29/2021, 02:59 PM |
| Q1 2021 | 775 | $710M | +$48.9M | -$16.3M | +$32.6M | IVV, AGG, VEU, BSV, IXUS | 13F-HR | 5/17/2021, 09:56 AM |
| Q4 2020 | 723 | $658M | $0 | $0 | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 2/12/2021, 02:33 PM |