| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 290 | $2.01B | +$76.4M | -$52.7M | +$23.6M | VEA, IVV, IJH, DON, PRF | 13F-HR | 2/5/2025, 10:11 AM |
| Q3 2024 | 288 | $2.02B | +$56.9M | -$61.7M | -$4.88M | VEA, IVV, IJH, DON, EFA | 13F-HR | 11/6/2024, 02:18 PM |
| Q2 2024 | 284 | $1.93B | +$28.7M | -$40.2M | -$11.5M | VEA, IVV, IJH, DON, EFA | 13F-HR | 8/7/2024, 03:27 PM |
| Q1 2024 | 285 | $1.94B | +$96.8M | -$33.6M | +$63.3M | VEA, IVV, IJH, DON, EFA | 13F-HR | 5/14/2024, 04:35 PM |
| Q4 2023 | 272 | $1.82B | +$16.8M | -$77.8M | -$61M | VEA, IVV, IJH, EFA, DON | 13F-HR | 2/6/2024, 04:02 PM |
| Q3 2023 | 266 | $1.71B | +$65.6M | -$82.1M | -$16.6M | VEA, IVV, IJH, EFA, DON | 13F-HR | 10/10/2023, 03:25 PM |
| Q2 2023 | 271 | $1.85B | +$8.79M | -$125M | -$116M | VEA, IVV, EFA, IJH, DON | 13F-HR | 8/9/2023, 10:55 AM |
| Q1 2023 | 285 | $1.91B | +$15.6M | -$115M | -$99.2M | VEA, IVV, EFA, IJH, DON | 13F-HR | 5/11/2023, 08:56 AM |
| Q4 2022 | 335 | $1.97B | +$178M | -$34.1M | +$144M | VEA, IVV, XOM, EFA, DON | 13F-HR | 2/14/2023, 10:38 AM |
| Q3 2022 | 285 | $1.65B | +$44.6M | -$7.44M | +$37.1M | VEA, IVV, DON, IJH, PRF | 13F-HR | 11/9/2022, 01:43 PM |
| Q2 2022 | 288 | $1.74B | +$48M | -$88.9M | -$40.9M | VEA, IVV, DON, IJH, PRF | 13F-HR | 8/12/2022, 06:01 PM |
| Q1 2022 | 347 | $2.09B | +$83.2M | -$30.2M | +$52.9M | VEA, IVV, DON, IJH, XOM | 13F-HR | 5/17/2022, 11:09 AM |
| Q4 2021 | 340 | $2.09B | +$43.7M | -$15.4M | +$28.2M | VEA, IVV, IJH, DON, EFA | 13F-HR | 2/10/2022, 03:10 PM |
| Q3 2021 | 331 | $1.94B | +$33.9M | -$19.1M | +$14.8M | VEA, IVV, IJH, DON, EFA | 13F-HR | 11/3/2021, 03:39 PM |
| Q2 2021 | 331 | $1.95B | +$48.5M | -$30.4M | +$18.1M | VEA, IVV, IJH, DON, EFA | 13F-HR | 8/10/2021, 11:12 AM |
| Q1 2021 | 327 | $1.84B | +$92.3M | -$73.2M | +$19.1M | VEA, IVV, IJH, DON, EFA | 13F-HR | 5/12/2021, 10:20 AM |
| Q4 2020 | 318 | $1.67B | +$43.3M | -$20.9M | +$22.4M | VEA, IVV, IJH, DON, DHS | 13F-HR | 2/11/2021, 11:16 AM |
| Q3 2020 | 296 | $1.45B | +$56.8M | -$9.76M | +$47M | VEA, IVV, IJH, DHS, DON | 13F-HR | 11/13/2020, 11:54 AM |
| Q2 2020 | 294 | $1.37B | +$222M | -$119M | +$103M | VEA, IVV, DHS, IJH, EFA | 13F-HR | 8/11/2020, 12:50 PM |
| Q1 2020 | 393 | $1.13B | +$47.3M | -$41.5M | +$5.81M | VEA, IVV, DHS, IJH, DON | 13F-HR | 5/11/2020, 11:59 AM |
| Q4 2019 | 416 | $1.53B | +$248M | -$14.2M | +$234M | VEA, IVV, DHS, DON, IJH | 13F-HR | 2/13/2020, 02:37 PM |
| Q3 2019 | 273 | $1.24B | +$29.3M | -$7.05M | +$22.2M | VEA, DHS, IVV, DON, IJH | 13F-HR | 11/8/2019, 03:44 PM |
| Q2 2019 | 267 | $1.22B | +$23.4M | -$6.31M | +$17.1M | VEA, DHS, IVV, DON, IJH | 13F-HR | 8/6/2019, 10:07 AM |
| Q1 2019 | 265 | $1.19B | +$28M | -$24.5M | +$3.53M | VEA, DHS, IVV, DON, IJH | 13F-HR | 5/9/2019, 02:36 PM |
| Q4 2018 | 262 | $1.06B | +$49.5M | -$32.1M | +$17.4M | VEA, DHS, IVV, IJH, DON | 13F-HR | 2/8/2019, 01:57 PM |
| Q3 2018 | 281 | $1.22B | +$18.8M | -$18.7M | +$119K | VEA, DHS, IVV, IJH, XOM | 13F-HR | 11/8/2018, 08:35 AM |
| Q2 2018 | 276 | $1.18B | +$37M | -$40.4M | -$3.39M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 8/7/2018, 02:16 PM |
| Q1 2018 | 268 | $1.18B | +$43.3M | -$23.3M | +$20.1M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 5/4/2018, 09:38 AM |
| Q4 2017 | 271 | $1.22B | +$86.5M | -$35M | +$51.5M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 2/2/2018, 04:02 PM |
| Q3 2017 | 267 | $1.16B | +$34.1M | -$15.3M | +$18.8M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 10/27/2017, 03:25 PM |
| Q2 2017 | 250 | $1.12B | +$23.4M | -$31.2M | -$7.83M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 8/15/2017, 09:28 AM |
| Q1 2017 | 245 | $1.1B | +$48.1M | -$17.4M | +$30.7M | VEA, DHS, IVV, IJH, XOM | 13F-HR | 4/28/2017, 11:38 AM |
| Q4 2016 | 260 | $1.07B | +$34.4M | -$16.4M | +$18M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 2/7/2017, 11:41 AM |
| Q3 2016 | 248 | $1.03B | +$34.6M | -$10.1M | +$24.6M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 11/10/2016, 01:55 PM |
| Q2 2016 | 251 | $992M | +$63.5M | -$20M | +$43.5M | VEA, DHS, XOM, IVV, IJH | 13F-HR | 8/5/2016, 03:50 PM |
| Q1 2016 | 252 | $923M | +$63.1M | -$10.1M | +$53M | DHS, VEA, XOM, IVV, IJH | 13F-HR | 5/4/2016, 11:38 AM |
| Q4 2015 | 253 | $883M | +$29M | -$18.7M | +$10.3M | DHS, VEA, XOM, IVV, IJH | 13F-HR | 1/29/2016, 02:33 PM |
| Q3 2015 | 262 | $850M | +$35.5M | -$10.3M | +$25.2M | DHS, XOM, VEA, IJH, IVV | 13F-HR | 11/9/2015, 02:07 PM |
| Q2 2015 | 268 | $916M | +$30.3M | -$20.3M | +$10M | XOM, DHS, VEA, IJH, IVV | 13F-HR | 8/5/2015, 04:22 PM |
| Q1 2015 | 259 | $932M | +$94M | -$30.1M | +$64M | XOM, DHS, IJH, IVV, DON | 13F-HR | 5/6/2015, 12:02 PM |
| Q4 2014 | 273 | $904M | +$33.8M | -$29.8M | +$3.97M | XOM, DHS, IJH, IVV, DON | 13F-HR | 2/4/2015, 09:42 AM |
| Q3 2014 | 280 | $906M | +$33M | -$37.2M | -$4.22M | XOM, DHS, IJH, IVV, DON | 13F-HR | 11/4/2014, 04:45 PM |
| Q2 2014 | 276 | $947M | +$47.2M | -$38.8M | +$8.4M | XOM, IJH, DHS, DON, IVV | 13F-HR | 8/5/2014, 10:55 AM |
| Q1 2014 | 273 | $907M | +$112M | -$18.5M | +$93.2M | XOM, IJH, DON, DHS, IVV | 13F-HR | 5/9/2014, 02:44 PM |
| Q4 2013 | 233 | $815M | IJH, XOM, DON, IVV, DHS | 13F-HR | 2/5/2014, 09:27 AM |