| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2021 | 0 | $0 | $0 | $0 | 13F-HR | 11/12/2021, 08:19 AM | ||
| Q2 2021 | 0 | $0 | $0 | $0 | 13F-HR | 8/12/2021, 04:07 PM | ||
| Q1 2021 | 0 | $0 | $0 | $0 | 13F-HR | 5/14/2021, 08:46 AM | ||
| Q4 2020 | 13F-HR | 2/12/2021, 03:11 PM | ||||||
| Q3 2020 | 3 | $84.7M | -$396M | -$396M | SPY, VOO, IVV | 13F-HR | 11/12/2020, 03:43 PM | |
| Q2 2020 | 3 | $442M | -$40.7M | -$40.7M | SPY, IVV, VOO | 13F-HR | 8/12/2020, 04:02 PM | |
| Q1 2020 | 3 | $404M | -$13.9M | -$13.9M | SPY, IVV, VOO | 13F-HR | 5/12/2020, 04:05 PM | |
| Q4 2019 | 3 | $522M | -$27.2M | -$27.2M | SPY, IVV, VOO | 13F-HR | 2/12/2020, 03:05 PM | |
| Q3 2019 | 3 | $506M | SPY, IVV, VOO | 13F-HR | 11/12/2019, 03:14 PM | |||
| Q2 2019 | 3 | $500M | -$171M | -$171M | SPY, IVV, VOO | 13F-HR | 8/8/2019, 05:08 PM | |
| Q1 2019 | 3 | $646M | -$51.1M | -$51.1M | SPY, VOO, IVV | 13F-HR | 5/13/2019, 04:13 PM | |
| Q4 2018 | 3 | $617M | +$36.5M | +$36.5M | SPY, VOO, IVV | 13F-HR | 2/13/2019, 03:05 PM | |
| Q3 2018 | 3 | $675M | +$76.3M | +$76.3M | SPY, VOO, IVV | 13F-HR | 11/7/2018, 03:10 PM | |
| Q2 2018 | 3 | $559M | -$51.5M | -$51.5M | SPY, VOO, IVV | 13F-HR | 8/8/2018, 04:06 PM | |
| Q1 2018 | 3 | $592M | -$61M | -$61M | SPY, VOO, IVV | 13F-HR | 5/10/2018, 04:40 PM | |
| Q4 2017 | 4 | $692M | +$76.3M | +$76.3M | SPY, VOO, IVV, SCHD | 13F-HR | 2/13/2018, 03:15 PM | |
| Q3 2017 | 3 | $580M | -$143M | -$143M | SPY, VOO, IVV | 13F-HR | 11/9/2017, 03:13 PM | |
| Q2 2017 | 3 | $695M | +$356M | +$356M | SPY, VOO, IVV | 13F-HR | 8/10/2017, 04:09 PM | |
| Q1 2017 | 3 | $331M | +$45.6M | +$45.6M | SPY, IVV, VOO | 13F-HR | 5/11/2017, 04:06 PM | |
| Q4 2016 | 3 | $270M | +$177M | +$177M | SPY, IVV, VOO | 13F-HR | 2/13/2017, 03:46 PM | |
| Q3 2016 | 3 | $90.5M | +$57.4M | -$1.97M | +$55.4M | SPY, VOO, IVV | 13F-HR | 11/10/2016, 02:46 PM |
| Q2 2016 | 5 | $65.6M | -$263M | -$263M | IWD, VOO, IVV, IWB, SPY | 13F-HR | 8/11/2016, 08:01 AM | |
| Q1 2016 | 5 | $322M | +$21.8M | -$37.6M | -$15.8M | SPY, IVV, VOO, IWD, IWB | 13F-HR | 5/12/2016, 04:01 PM |
| Q4 2015 | 5 | $335M | IVV, SPY, VOO, IWD, IWB | 13F-HR | 2/16/2016, 07:17 AM | |||
| Q3 2015 | 5 | $315M | IVV, SPY, VOO, IWD, IWB | 13F-HR | 11/12/2015, 04:11 PM | |||
| Q2 2015 | 5 | $340M | +$216M | -$65.7M | +$150M | IVV, SPY, VOO, IWD, IWB | 13F-HR | 8/12/2015, 08:11 AM |
| Q1 2015 | 13F-NT | 5/14/2015, 08:09 AM | ||||||
| Q4 2014 | 3 | $191M | VOO, IWD, SPY | 13F-HR | 2/17/2015, 08:33 AM | |||
| Q3 2014 | 13F-NT | 11/13/2014, 03:13 PM | ||||||
| Q2 2014 | 13F-NT | 8/8/2014, 07:59 AM | ||||||
| Q1 2014 | 13F-NT | 5/12/2014, 04:20 PM | ||||||
| Q4 2013 | 13F-NT | 2/13/2014, 03:05 PM |