| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 4,027 | $132B | +$12.9B | -$1.83B | +$11.1B | VUG, AGG, IVV, VTV, VOO | 13F-HR | 8/13/2025, 11:53 AM |
| Q1 2025 | 3,696 | $112B | +$11.1B | -$2.32B | +$8.74B | AGG, VUG, VTV, IVV, IEFA | Restatement | 5/28/2025, 04:36 PM |
| Q4 2024 | 3,410 | $105B | +$11.8B | -$2.83B | +$8.97B | AGG, VUG, VTV, IVV, IEFA | 13F-HR | 2/5/2025, 08:33 PM |
| Q3 2024 | 3,020 | $97.5B | +$5.85B | -$10.5M | +$5.84B | AGG, VTV, VUG, IEFA, IVV | 13F-HR | 11/12/2024, 03:29 PM |
| Q2 2024 | 2,421 | $86.5B | +$18.9B | -$5.88B | +$13B | AGG, VUG, VTV, IEFA, IVV | 13F-HR | 8/14/2024, 10:15 AM |
| Q1 2024 | 1,359 | $73.4B | +$4.59B | -$1.43B | +$3.16B | AGG, VTV, VUG, IEFA, VV | 13F-HR | 5/14/2024, 12:30 PM |
| Q4 2023 | 1,008 | $66.5B | +$3.98B | -$4.05B | -$72.6M | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 2/13/2024, 09:57 AM |
| Q3 2023 | 724 | $60.8B | +$893M | -$228M | +$665M | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 11/14/2023, 05:10 PM |
| Q2 2023 | 527 | $62.7B | +$1.76B | -$1.88B | -$117M | AGG, VTV, VUG, IEFA, VEA | 13F-HR | 8/9/2023, 09:47 AM |
| Q1 2023 | 565 | $60.8B | +$616M | -$204M | +$412M | AGG, VTV, IEFA, VUG, VEA | 13F-HR | 5/11/2023, 10:42 AM |
| Q4 2022 | 668 | $57.5B | +$4.25B | -$5.64B | -$1.39B | AGG, VTV, IEFA, VUG, VEA | 13F-HR | 2/13/2023, 09:35 AM |
| Q3 2022 | 517 | $54.6B | +$761M | -$147M | +$614M | VTV, AGG, VUG, BND, VV | 13F-HR | 11/3/2022, 10:58 AM |
| Q2 2022 | 648 | $58.8B | +$2.73B | -$3.18B | -$444M | VTV, AGG, VUG, BND, VV | 13F-HR | 8/8/2022, 02:05 PM |
| Q1 2022 | 668 | $67.1B | +$3.3B | -$3.27B | +$31.6M | VTV, AGG, VUG, BND, VV | 13F-HR | 5/2/2022, 12:48 PM |
| Q4 2021 | 731 | $70.8B | +$2.03B | -$55.7M | +$1.98B | VTV, AGG, VUG, BND, VV | 13F-HR | 2/11/2022, 09:03 AM |
| Q3 2021 | 637 | $67.5B | +$3.14B | -$734M | +$2.4B | VTV, AGG, VUG, BND, VV | 13F-HR | 11/12/2021, 08:33 AM |
| Q2 2021 | 620 | $64.9B | +$1.64B | -$152M | +$1.48B | VTV, AGG, VUG, BND, VEA | 13F-HR | 8/12/2021, 02:24 PM |
| Q1 2021 | 772 | $60.4B | +$6.64B | -$3.92B | +$2.72B | VTV, AGG, BND, VUG, VEA | 13F-HR | 4/30/2021, 04:13 PM |
| Q4 2020 | 639 | $54.6B | +$2.24B | -$1.3B | +$942M | VTV, AGG, BND, VUG, IEFA | 13F-HR | 2/8/2021, 10:16 AM |
| Q3 2020 | 198 | $48.1B | +$931M | -$1.23B | -$297M | VTV, AGG, BND, VUG, VV | 13F-HR | 10/29/2020, 12:42 PM |
| Q2 2020 | 192 | $45.8B | +$1.9B | -$3.07B | -$1.17B | VTV, AGG, BND, VUG, IEFA | 13F-HR | 7/31/2020, 12:04 PM |
| Q1 2020 | 194 | $41.5B | +$2.85B | -$1.34B | +$1.52B | VTV, AGG, BND, VEA, IEFA | 13F-HR | 5/1/2020, 01:03 PM |
| Q4 2019 | 204 | $50B | +$2.08B | -$90.5M | +$1.99B | VTV, AGG, BND, VEA, IEFA | 13F-HR | 1/21/2020, 08:04 AM |
| Q3 2019 | 207 | $45.3B | +$916M | -$111M | +$805M | VTV, AGG, BND, IEFA, VEA | 13F-HR | 10/31/2019, 08:47 AM |
| Q2 2019 | 204 | $44.5B | +$1.46B | -$1.62B | -$168M | VTV, AGG, BND, IEFA, VEA | 13F-HR | 8/2/2019, 10:55 AM |
| Q1 2019 | 203 | $43.6B | +$2.21B | -$2.88B | -$665M | VTV, AGG, BND, VEA, VV | 13F-HR | 5/3/2019, 02:55 PM |
| Q4 2018 | 203 | $40.3B | +$1.14B | -$277M | +$868M | VTV, AGG, BND, EFA, VEA | 13F-HR | 2/11/2019, 09:38 AM |
| Q3 2018 | 202 | $44.7B | +$3.21B | -$2.64B | +$572M | VTV, AGG, BND, EFA, VEA | 13F-HR | 11/8/2018, 04:30 PM |
| Q2 2018 | 202 | $42.9B | +$4.28B | -$2.75B | +$1.53B | AGG, VTV, BND, EFA, VEA | 13F-HR | 8/8/2018, 08:43 AM |
| Q1 2018 | 210 | $41.2B | +$2.06B | -$104M | +$1.95B | AGG, BND, EFA, VTV, VEA | 13F-HR | 5/11/2018, 02:49 PM |
| Q4 2017 | 222 | $39.9B | +$2.06B | -$93M | +$1.97B | AGG, BND, EFA, VTV, VEA | 13F-HR | 2/14/2018, 02:26 PM |
| Q3 2017 | 212 | $36.8B | +$1.97B | -$64.6M | +$1.91B | AGG, BND, EFA, VTV, VEA | 13F-HR | 11/14/2017, 11:50 AM |
| Q2 2017 | 215 | $33.9B | +$2.24B | -$56.2M | +$2.18B | AGG, BND, EFA, VTV, VEA | 13F-HR | 8/14/2017, 03:19 PM |
| Q1 2017 | 221 | $30.9B | +$3.81B | -$1.12B | +$2.7B | AGG, BND, EFA, VTV, VEA | 13F-HR | 5/11/2017, 01:38 PM |
| Q4 2016 | 226 | $27.2B | +$2.3B | -$86.3M | +$2.21B | AGG, BND, EFA, VTV, IWD | 13F-HR | 2/14/2017, 01:50 PM |
| Q3 2016 | 219 | $25B | +$1.37B | -$241M | +$1.12B | BND, AGG, EFA, VTV, IWD | 13F-HR | 11/14/2016, 01:26 PM |
| Q2 2016 | 216 | $23.3B | +$6.87B | -$699M | +$6.17B | BND, AGG, EFA, VTV, IWD | 13F-HR | 8/15/2016, 12:01 PM |
| Q1 2016 | 218 | $16.9B | +$635M | -$61.8M | +$573M | BND, AGG, IWD, VTV, EFA | 13F-HR | 5/16/2016, 01:14 PM |
| Q4 2015 | 231 | $16.1B | +$396M | -$69.9M | +$326M | BND, AGG, VTV, IWD, EFA | 13F-HR | 2/12/2016, 11:41 AM |
| Q3 2015 | 225 | $15.5B | +$497M | -$40.1M | +$457M | BND, AGG, VTV, IWD, VUG | 13F-HR | 11/13/2015, 10:11 AM |
| Q2 2015 | 222 | $15.7B | +$593M | -$24.7M | +$568M | BND, AGG, VTV, IWD, VUG | 13F-HR | 8/14/2015, 06:04 AM |
| Q1 2015 | 226 | $15.3B | +$669M | -$40.5M | +$629M | BND, AGG, VTV, IWD, VUG | 13F-HR | 5/15/2015, 06:03 AM |
| Q4 2014 | 230 | $14.5B | +$571M | -$63.2M | +$507M | BND, AGG, VTV, IWD, VUG | 13F-HR | 2/13/2015, 05:05 AM |
| Q3 2014 | 224 | $13.8B | +$782M | -$12.6M | +$769M | BND, AGG, VTV, IWD, VUG | 13F-HR | 11/14/2014, 09:30 AM |
| Q2 2014 | 226 | $13.2B | +$735M | -$16.8M | +$718M | BND, AGG, VTV, IWD, VUG | 13F-HR | 8/14/2014, 09:52 AM |
| Q1 2014 | 213 | $12.2B | +$728M | -$23.8M | +$704M | BND, AGG, VTV, IWD, EFA | 13F-HR | 5/15/2014, 06:17 AM |
| Q4 2013 | 218 | $11.3B | BND, AGG, VTV, VUG, EFA | 13F-HR | 2/14/2014, 06:04 AM |