| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2019 | 270 | $755M | +$26.1M | -$19M | +$7.04M | IVV, IWR, IWM, AMJ, EFA | 13F-HR | 1/29/2020, 01:03 PM |
| Q3 2019 | 267 | $704M | +$19.8M | -$18.9M | +$949K | IVV, AMJ, IWR, IWM, EFA | 13F-HR | 10/22/2019, 12:33 PM |
| Q2 2019 | 262 | $712M | +$21.4M | -$29.2M | -$7.79M | IVV, AMJ, IWR, IWM, EFA | 13F-HR | 7/31/2019, 10:56 AM |
| Q1 2019 | 248 | $706M | +$39.1M | -$19M | +$20.1M | IVV, AMJ, IWM, IWR, EFA | 13F-HR | 5/10/2019, 11:16 AM |
| Q4 2018 | 232 | $613M | +$80.8M | -$40.7M | +$40.1M | IVV, AMJ, EFA, IWR, IWM | 13F-HR | 2/5/2019, 10:36 AM |
| Q3 2018 | 253 | $732M | +$11M | -$37.8M | -$26.8M | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 10/4/2018, 04:41 PM |
| Q2 2018 | 248 | $726M | +$28.4M | -$43.4M | -$14.9M | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 7/3/2018, 03:24 PM |
| Q1 2018 | 257 | $732M | +$33.1M | -$64.8M | -$31.7M | IVV, EFA, IWM, AMJ, IWR | 13F-HR | 4/10/2018, 05:42 PM |
| Q4 2017 | 264 | $791M | +$63.3M | -$65.1M | -$1.78M | IVV, EFA, IWM, IWR, AMJ | 13F-HR | 1/19/2018, 04:24 PM |
| Q3 2017 | 267 | $764M | +$29.5M | -$33.5M | -$3.92M | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 10/12/2017, 04:52 PM |
| Q2 2017 | 271 | $749M | +$47.5M | -$21.8M | +$25.7M | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 7/21/2017, 01:46 PM |
| Q1 2017 | 258 | $722M | +$34M | -$20.3M | +$13.7M | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 4/13/2017, 05:04 PM |
| Q4 2016 | 256 | $687M | +$50.1M | -$35.2M | +$14.9M | IVV, EFA, IWM, AMJ, IWR | 13F-HR | 1/24/2017, 04:10 PM |
| Q3 2016 | 253 | $660M | +$55M | -$55.1M | -$35.2K | IVV, EFA, AMJ, IWM, IWR | 13F-HR | 10/13/2016, 04:52 PM |
| Q2 2016 | 259 | $641M | +$80M | -$14.4M | +$65.6M | EFA, IVV, AMJ, IWM, IWR | 13F-HR | 7/14/2016, 04:30 PM |
| Q1 2016 | 234 | $565M | +$81.2M | -$69.8M | +$11.3M | EFA, IVV, IWM, IWR, AMJ | 13F-HR | 4/18/2016, 04:10 PM |
| Q4 2015 | 237 | $560M | +$48.2M | -$38.5M | +$9.76M | IVV, EFA, VEA, IWM, IWR | 13F-HR | 1/22/2016, 03:41 PM |
| Q3 2015 | 242 | $541M | +$57.2M | -$42.4M | +$14.8M | EFA, IVV, IWM, IWR, VEA | 13F-HR | 10/22/2015, 04:40 PM |
| Q2 2015 | 272 | $602M | +$60M | -$12.6M | +$47.4M | EFA, IVV, IWM, AMJ, VEA | 13F-HR | 8/4/2015, 04:57 PM |
| Q1 2015 | 266 | $548M | +$47M | -$33.2M | +$13.8M | IVV, EFA, AMJ, IWM, VEA | 13F-HR | 4/9/2015, 04:53 PM |
| Q4 2014 | 285 | $565M | +$92.2M | -$23.8M | +$68.4M | IVV, EFA, AMJ, IWM, VEA | 13F-HR | 1/13/2015, 03:08 PM |
| Q3 2014 | 275 | $492M | +$26.9M | -$44.2M | -$17.3M | IVV, EFA, AMJ, VGK, VNQ | 13F-HR | 10/20/2014, 05:20 PM |
| Q2 2014 | 275 | $519M | +$61.6M | -$17.2M | +$44.4M | IVV, VGK, AMJ, EFA, VNQ | 13F-HR | 7/28/2014, 05:04 PM |
| Q1 2014 | 313 | $483M | +$73.1M | -$31.4M | +$41.7M | IVV, AMJ, VGK, EFA, IWR | 13F-HR | 5/7/2014, 06:29 PM |
| Q4 2013 | 304 | $450M | IVV, AMJ, EFA, VWO, VNQ | 13F-HR | 1/30/2014, 05:24 PM |