| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 166 | $450M | +$12.3M | -$9M | +$3.28M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 4/21/2025, 09:47 AM |
| Q4 2024 | 171 | $452M | +$16.5M | -$6.16M | +$10.3M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 1/17/2025, 12:02 PM |
| Q3 2024 | 168 | $448M | +$11.7M | -$1.59M | +$10.1M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 10/21/2024, 09:36 AM |
| Q2 2024 | 164 | $409M | +$6.29M | -$21.2M | -$14.9M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 7/18/2024, 01:21 PM |
| Q1 2024 | 170 | $422M | +$22.9M | -$6.61M | +$16.3M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 4/24/2024, 05:05 PM |
| Q4 2023 | 168 | $387M | +$16.1M | -$4.54M | +$11.6M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 1/30/2024, 11:42 AM |
| Q3 2023 | 158 | $341M | +$6.7M | -$3.3M | +$3.4M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 10/30/2023, 10:14 AM |
| Q2 2023 | 162 | $353M | +$11.3M | -$3.66M | +$7.64M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 7/20/2023, 01:58 PM |
| Q1 2023 | 155 | $331M | +$13.6M | -$5.16M | +$8.41M | VYM, SDY, IVV, VTV, VUG | 13F-HR | 4/20/2023, 01:22 PM |
| Q4 2022 | 153 | $317M | +$17M | -$4.75M | +$12.2M | VYM, SDY, IVV, VTV, IJR | 13F-HR | 1/19/2023, 02:48 PM |
| Q3 2022 | 140 | $277M | +$14.4M | -$1.54M | +$12.9M | VYM, SDY, IVV, VTV, IJR | 13F-HR | 10/14/2022, 07:31 PM |
| Q2 2022 | 144 | $288M | +$16.3M | -$3.89M | +$12.4M | VYM, SDY, IVV, VTV, IJR | 13F-HR | 7/14/2022, 06:27 PM |
| Q1 2022 | 141 | $317M | +$6.69M | -$3.11M | +$3.57M | VYM, IVV, SDY, VTV, VUG | 13F-HR | 4/25/2022, 02:38 PM |
| Q4 2021 | 147 | $326M | +$12.7M | -$1.8M | +$10.9M | VYM, IVV, SDY, VUG, VTV | 13F-HR | 1/19/2022, 06:36 PM |
| Q3 2021 | 140 | $289M | +$208M | -$301M | -$92.7M | VYM, IVV, SDY, IJR, VTV | 13F-HR | 10/14/2021, 08:44 AM |
| Q2 2021 | 246 | $383M | +$303M | -$184M | +$120M | AAPL, MSFT, AMZN, META, WRB | 13F-HR | 7/22/2021, 01:36 PM |
| Q1 2021 | 132 | $256M | +$19.7M | -$4.38M | +$15.3M | VYM, IVV, SDY, IJR, IJH | 13F-HR | 4/26/2021, 08:09 AM |
| Q4 2020 | 127 | $225M | +$20.1M | -$3.33M | +$16.8M | IVV, VYM, SDY, IJR, IJH | 13F-HR | 1/19/2021, 05:50 AM |
| Q3 2020 | 108 | $187M | +$17.3M | -$2.76M | +$14.5M | VYM, IVV, SDY, VUG, IJH | 13F-HR | 10/22/2020, 07:41 AM |
| Q2 2020 | 105 | $168M | +$20.8M | -$2.23M | +$18.6M | VYM, SDY, IVV, IJH, IJR | 13F-HR | 7/20/2020, 08:15 AM |
| Q1 2020 | 94 | $130M | +$16.6M | -$3.65M | +$12.9M | VYM, SDY, IVV, IJH, IJR | 13F-HR | 5/5/2020, 04:43 PM |
| Q4 2019 | 88 | $153M | +$6M | -$3.09M | +$2.91M | SDY, VYM, IVV, IJH, IJR | 13F-HR | 1/31/2020, 02:46 PM |
| Q3 2019 | 85 | $141M | +$5.44M | -$2.13M | +$3.31M | SDY, VYM, IVV, IJH, IJR | 13F-HR | 10/15/2019, 07:34 AM |
| Q2 2019 | 79 | $137M | +$8.49M | -$800K | +$7.69M | SDY, IVV, VYM, IJH, IJR | 13F-HR | 7/19/2019, 01:11 PM |
| Q1 2019 | 579 | $139M | +$15.4M | -$3.26M | +$12.1M | SDY, IVV, IJH, IJR, VYM | 13F-HR | 5/13/2019, 09:12 PM |
| Q4 2018 | 548 | $113M | +$9.53M | -$3.64M | +$5.89M | SDY, IJH, IJR, IVV, AOR | 13F-HR | 2/14/2019, 11:55 AM |
| Q3 2018 | 447 | $125M | +$8.38M | -$2.33M | +$6.05M | SDY, IJR, IJH, IVV, AOR | 13F-HR | 11/14/2018, 01:05 PM |
| Q2 2018 | 438 | $112M | +$6.95M | -$2.5M | +$4.45M | SDY, IJR, IJH, IVV, AOR | 13F-HR | 8/13/2018, 07:10 PM |
| Q1 2018 | 429 | $107M | +$4.38M | -$2.11M | +$2.27M | SDY, IJH, IJR, AOR, IVV | 13F-HR | 5/15/2018, 04:13 PM |
| Q4 2017 | 446 | $108M | SDY, IJH, IJR, AOR, IVV | 13F-HR | 3/9/2018, 02:35 PM |