| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 49 | $4.13B | +$252M | -$12.4M | +$239M | IJH, IWB, USMV, IWM, VWO | 13F-HR | 4/15/2025, 03:35 PM |
| Q4 2024 | 46 | $4B | +$279M | -$19.1M | +$260M | IWB, IJH, IWM, USMV, VWO | 13F-HR | 2/4/2025, 12:37 PM |
| Q3 2024 | 247 | $3.81B | +$21.7M | -$231M | -$210M | IWB, IJH, IWM, USMV, VWO | 13F-HR | 11/14/2024, 12:52 PM |
| Q2 2024 | 184 | $3.75B | +$159M | -$35M | +$124M | IWB, IJH, IWM, USMV, VWO | 13F-HR | 8/14/2024, 11:22 AM |
| Q1 2024 | 182 | $3.61B | +$534M | -$45.2M | +$489M | IWB, IJH, IWM, USMV, VWO | 13F-HR | 4/26/2024, 12:15 PM |
| Q4 2023 | 190 | $3.26B | +$98.5M | -$246M | -$148M | IJH, IWB, USMV, IWM, VWO | 13F-HR | 2/6/2024, 03:15 PM |
| Q3 2023 | 201 | $3.08B | +$1.04B | -$743M | +$298M | IJH, IWB, IWM, USMV, VWO | 13F-HR | 11/2/2023, 11:55 AM |
| Q2 2023 | 73 | $2.93B | +$51M | -$61.9M | -$10.9M | IJH, IWB, IWM, IJR, VNQ | 13F-HR | 7/21/2023, 10:00 AM |
| Q1 2023 | 128 | $2.83B | +$129M | -$14.4M | +$114M | IJH, IWB, IWM, IJR, VO | 13F-HR | 4/25/2023, 10:33 AM |
| Q4 2022 | 117 | $2.61B | +$245M | -$23.1M | +$222M | IJH, IWB, IWM, IJR, VO | 13F-HR | 1/20/2023, 10:43 AM |
| Q3 2022 | 109 | $2.21B | +$456M | -$2.19M | +$454M | IJH, IWB, IWM, IJR, VNQ | 13F-HR | 11/3/2022, 02:35 PM |
| Q2 2022 | 114 | $1.86B | +$444M | -$1.61M | +$442M | IJH, IWB, IWM, IJR, VNQ | 13F-HR | 7/19/2022, 10:27 AM |
| Q1 2022 | 126 | $1.69B | +$226M | -$6.07M | +$220M | IJH, IWB, IWM, IJR, VO | 13F-HR | 4/21/2022, 10:35 AM |
| Q4 2021 | 117 | $1.57B | +$70.8M | -$8.66M | +$62.1M | IJH, IWB, IWM, IJR, VO | 13F-HR | 1/27/2022, 09:17 AM |
| Q3 2021 | 131 | $1.42B | +$14M | -$10.1M | +$3.96M | IJH, IWB, IWM, IJR, VO | 13F-HR | 10/21/2021, 11:19 AM |
| Q2 2021 | 134 | $1.45B | +$90.1M | -$3.78M | +$86.3M | IJH, IWB, IWM, IJR, VO | 13F-HR | 7/16/2021, 11:04 AM |
| Q1 2021 | 91 | $1.29B | +$2.44M | -$146M | -$143M | IJH, IWB, IWM, IJR, VO | 13F-HR | 4/16/2021, 10:45 AM |
| Q4 2020 | 90 | $1.31B | +$1.69M | -$314M | -$312M | IJH, IWB, IWM, IJR, VO | Restatement | 3/8/2021, 02:09 PM |
| Q3 2020 | 90 | $1.35B | +$1.66M | -$243M | -$241M | IJH, IWB, IWM, IJR, VO | Restatement | 3/8/2021, 02:05 PM |
| Q2 2020 | 91 | $1.51B | +$1.87M | -$525M | -$523M | IJH, IWB, IWM, IJR, VO | Restatement | 3/8/2021, 02:07 PM |
| Q1 2020 | 73 | $1.67B | +$176M | -$381M | -$205M | IJH, IWB, IWM, IJR, VO | Restatement | 3/11/2021, 10:39 AM |
| Q4 2019 | 69 | $2.57B | +$77.2M | -$33.5M | +$43.7M | IWM, IJH, IWB, VB, VO | 13F-HR | 1/30/2020, 11:50 AM |
| Q3 2019 | 68 | $2.36B | +$96.7M | -$77.2M | +$19.4M | IJH, IWM, IWB, VB, VO | 13F-HR | 10/31/2019, 11:34 AM |
| Q2 2019 | 67 | $2.36B | +$152M | -$1.93M | +$150M | IJH, IWM, IWB, VB, VO | 13F-HR | 7/18/2019, 11:56 AM |
| Q1 2019 | 68 | $2.16B | +$9.59M | -$128M | -$119M | IWM, IJH, IWB, VB, VNQ | 13F-HR | 4/18/2019, 11:30 AM |
| Q4 2018 | 66 | $2B | +$249M | -$15.6M | +$233M | IWM, IJH, IWB, VB, VO | 13F-HR | 1/28/2019, 11:53 AM |
| Q3 2018 | 66 | $2.15B | +$98.5M | -$46.1M | +$52.4M | IJH, IWM, IWB, VB, VO | 13F-HR | 11/1/2018, 01:42 PM |
| Q2 2018 | 66 | $2.03B | +$27.1M | -$74.6M | -$47.4M | IWM, IJH, IWB, VB, VO | 13F-HR | 8/7/2018, 02:14 PM |
| Q1 2018 | 65 | $2.02B | +$139M | -$5.24M | +$134M | IWM, IJH, IWB, VB, VO | 13F-HR | 5/1/2018, 01:24 PM |
| Q4 2017 | 65 | $1.9B | +$312M | -$21.8M | +$290M | IWM, IWB, IJH, VB, VO | 13F-HR | 1/22/2018, 01:08 PM |
| Q3 2017 | 65 | $1.55B | +$56.8M | -$6.26M | +$50.5M | IWB, IWM, VB, IJH, VO | 13F-HR | 10/23/2017, 12:32 PM |
| Q2 2017 | 65 | $1.44B | +$382M | -$3.35M | +$378M | IWB, IWM, VB, IJH, VO | 13F-HR | 7/21/2017, 10:20 AM |
| Q1 2017 | 64 | $1.04B | +$322M | -$1.14M | +$321M | IWB, VB, IWM, VO, IWR | 13F-HR | 4/28/2017, 11:06 AM |
| Q4 2016 | 64 | $683M | VO, VB, IWB, IWM, VV | 13F-HR | 2/6/2017, 11:51 AM |