| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 298 | $1.69B | +$27.4M | -$11.9M | +$15.5M | VOO, BND, VEA, VGSH, IJR | 13F-HR | 4/17/2025, 10:36 AM |
| Q4 2024 | 301 | $1.69B | +$57.6M | -$12.5M | +$45.1M | VOO, BND, VEA, IJR, VGSH | 13F-HR | 1/14/2025, 09:19 AM |
| Q3 2024 | 299 | $1.68B | +$57.2M | -$49M | +$8.23M | VOO, BND, VEA, IJR, IJH | Restatement | 11/14/2024, 05:04 PM |
| Q2 2024 | 289 | $1.58B | +$60.7M | -$6.82M | +$53.9M | VOO, BND, VEA, IJR, VGSH | 13F-HR | 7/16/2024, 11:31 AM |
| Q1 2024 | 285 | $1.53B | +$116M | -$19.2M | +$96.4M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/17/2024, 07:33 AM |
| Q4 2023 | 282 | $1.43B | +$34.3M | -$12.1M | +$22.2M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/16/2024, 09:48 AM |
| Q3 2023 | 274 | $1.29B | +$85.7M | -$17.4M | +$68.3M | VOO, BND, VEA, IJR, IJH | 13F-HR | 10/11/2023, 10:40 AM |
| Q2 2023 | 253 | $1.27B | +$31.8M | -$16.3M | +$15.5M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/13/2023, 03:28 PM |
| Q1 2023 | 249 | $1.22B | +$98.3M | -$47.5M | +$50.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/11/2023, 09:10 AM |
| Q4 2022 | 242 | $1.11B | +$114M | -$45.7M | +$68.6M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/11/2023, 12:35 PM |
| Q3 2022 | 238 | $980M | +$50.7M | -$24.6M | +$26.2M | VOO, BND, VEA, IJR, IJH | 13F-HR | 10/12/2022, 11:36 AM |
| Q2 2022 | 239 | $1.02B | +$83.4M | -$19.6M | +$63.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/15/2022, 10:57 AM |
| Q1 2022 | 240 | $1.1B | +$84.1M | -$36.3M | +$47.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/8/2022, 04:45 PM |
| Q4 2021 | 235 | $1.11B | +$33.3M | -$7.74M | +$25.6M | VOO, BND, VEA, IJR, IJH | 13F-HR | 1/14/2022, 03:45 PM |
| Q3 2021 | 222 | $651M | +$16.6M | -$4.07M | +$12.5M | BND, VEA, IJR, IJH, IEFA | 13F-HR | 10/12/2021, 03:38 PM |
| Q2 2021 | 223 | $1.03B | +$21.4M | -$18.2M | +$3.15M | VOO, BND, VEA, IJR, IJH | 13F-HR | 7/16/2021, 09:34 AM |
| Q1 2021 | 216 | $979M | +$43.4M | -$24.6M | +$18.8M | VOO, BND, VEA, IJR, IJH | 13F-HR | 4/12/2021, 01:58 PM |
| Q4 2020 | 214 | $909M | +$33.4M | -$21.1M | +$12.2M | VOO, BND, VEA, IJH, IJR | 13F-HR | 1/13/2021, 08:20 AM |
| Q3 2020 | 201 | $807M | +$42.9M | -$24.4M | +$18.6M | VOO, BND, VEA, IJH, IJR | 13F-HR | 10/9/2020, 11:12 AM |
| Q2 2020 | 183 | $757M | +$57.4M | -$36M | +$21.4M | VOO, BND, VEA, IJH, IJR | 13F-HR | 7/15/2020, 12:06 PM |
| Q1 2020 | 181 | $639M | +$58.1M | -$5.08M | +$53M | BND, VOO, IJH, VEA, VMBS | 13F-HR | 4/10/2020, 04:54 PM |
| Q4 2019 | 171 | $722M | +$6.18M | -$15.6M | -$9.4M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 1/14/2020, 09:30 AM |
| Q3 2019 | 164 | $693M | +$37.6M | -$1.86M | +$35.7M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 10/15/2019, 09:13 AM |
| Q2 2019 | 141 | $654M | +$11.6M | -$5.55M | +$6.09M | VOO, IJH, BND, VEA, VMBS | 13F-HR | 7/11/2019, 02:21 PM |
| Q1 2019 | 145 | $634M | +$11M | -$9.07M | +$1.95M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 4/9/2019, 03:56 PM |
| Q4 2018 | 138 | $574M | +$49.6M | -$21.6M | +$28M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 1/10/2019, 03:01 PM |
| Q3 2018 | 147 | $623M | +$14.4M | -$12.1M | +$2.3M | IJH, VOO, VEA, BND, VMBS | 13F-HR | 10/3/2018, 03:11 PM |
| Q2 2018 | 143 | $609M | +$14M | -$25.5M | -$11.5M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 7/12/2018, 09:55 AM |
| Q1 2018 | 144 | $615M | +$12.7M | -$38.5M | -$25.8M | IJH, VOO, BND, VEA, VMBS | 13F-HR | 4/4/2018, 10:16 AM |
| Q4 2017 | 152 | $653M | +$97.9M | -$3.35M | +$94.5M | IJH, VEA, VOO, BND, VMBS | 13F-HR | 1/11/2018, 04:17 PM |
| Q3 2017 | 141 | $611M | +$25.6M | -$18.4M | +$7.18M | IJH, VEA, VOO, BND, VMBS | Restatement | 10/17/2017, 02:21 PM |
| Q2 2017 | 143 | $591M | +$17.1M | -$9.04M | +$8.06M | IJH, VEA, BND, VOO, VMBS | 13F-HR | 7/12/2017, 01:57 PM |
| Q1 2017 | 140 | $572M | +$36.1M | -$6.3M | +$29.8M | IJH, VEA, BND, VOO, VMBS | 13F-HR | 4/6/2017, 04:29 PM |
| Q4 2016 | 134 | $540M | +$5.54M | -$12.4M | -$6.84M | IJH, VEA, BND, VOO, IJR | 13F-HR | 1/6/2017, 11:16 AM |
| Q3 2016 | 134 | $540M | +$8.84M | -$10.8M | -$1.95M | IJH, BND, VEA, VOO, IJR | 13F-HR | 10/5/2016, 02:08 PM |
| Q2 2016 | 132 | $529M | +$26.2M | -$26.1M | +$44.6K | IJH, BND, VEA, VOO, IJR | 13F-HR | 7/15/2016, 11:08 AM |
| Q1 2016 | 128 | $520M | +$34.6M | -$24.8M | +$9.89M | IJH, BND, VEA, VOO, IJR | 13F-HR | 4/25/2016, 12:29 PM |
| Q4 2015 | 127 | $503M | +$20.2M | -$12.5M | +$7.66M | IJH, BND, VEA, VOO, IJR | 13F-HR | 1/15/2016, 02:56 PM |
| Q3 2015 | 129 | $485M | +$19.9M | -$14.3M | +$5.52M | IJH, BND, VEA, VOO, IJR | 13F-HR | 11/4/2015, 09:38 AM |
| Q2 2015 | 120 | $510M | +$10.9M | -$13.6M | -$2.7M | IJH, BND, VEA, VOO, IJR | 13F-HR | 7/17/2015, 10:01 AM |
| Q1 2015 | 145 | $534M | +$15.8M | -$5.95M | +$9.83M | IJH, BND, VEA, VOO, IJR | 13F-HR | 4/21/2015, 04:48 PM |
| Q4 2014 | 144 | $516M | +$15.9M | -$9.62M | +$6.33M | IJH, BND, VEA, VOO, IJR | 13F-HR | 1/12/2015, 10:19 AM |
| Q3 2014 | 144 | $501M | +$26.1M | -$7.89M | +$18.2M | IJH, BND, VEA, VOO, IJR | 13F-HR | 10/29/2014, 12:05 PM |
| Q2 2014 | 141 | $495M | +$20.6M | -$29.3M | -$8.66M | IJH, VEA, BND, VOO, IJR | 13F-HR | 7/15/2014, 12:47 PM |
| Q1 2014 | 131 | $489M | +$31.5M | -$10.7M | +$20.8M | IJH, VEA, BND, VOO, IJR | 13F-HR | 4/30/2014, 11:46 AM |
| Q4 2013 | 121 | $462M | IJH, BND, VEA, IJR, VOO | 13F-HR | 1/15/2014, 02:54 PM |