| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 896 | $616M | +$74.3M | -$11.6M | +$62.6M | VV, VOO, AAPL, VYM, SPIB | 13F-HR | 8/1/2023, 04:12 PM |
| Q1 2023 | 793 | $526M | +$24.4M | -$13.2M | +$11.3M | VV, VOO, VYM, AAPL, SPIB | 13F-HR | 5/3/2023, 03:34 PM |
| Q4 2022 | 809 | $486M | +$45.4M | -$31.6M | +$13.8M | VV, VYM, VOO, SDY, AAPL | 13F-HR | 1/27/2023, 07:20 PM |
| Q3 2022 | 749 | $440M | +$21.5M | -$7.86M | +$13.7M | VV, VOO, VYM, AAPL, SDY | 13F-HR | 11/9/2022, 01:17 PM |
| Q2 2022 | 734 | $459M | +$19.4M | -$6.97M | +$12.5M | VV, VOO, VYM, AAPL, WST | 13F-HR | 8/8/2022, 02:25 PM |
| Q1 2022 | 716 | $529M | +$55.4M | -$13.6M | +$41.8M | VV, VOO, AAPL, VYM, WST | 13F-HR | 5/10/2022, 06:49 PM |
| Q4 2021 | 696 | $512M | +$36.3M | -$4.74M | +$31.6M | VV, VOO, WST, AAPL, VYM | 13F-HR | 1/25/2022, 02:15 PM |
| Q3 2021 | 709 | $442M | +$20.8M | -$10.6M | +$10.2M | VV, WST, VYM, AAPL, VOO | 13F-HR | 11/9/2021, 07:17 PM |
| Q2 2021 | 701 | $434M | +$22.9M | -$4.68M | +$18.3M | VV, VYM, WST, AAPL, SDY | 13F-HR | 8/3/2021, 09:08 PM |
| Q1 2021 | 643 | $388M | +$21.1M | -$3.88M | +$17.3M | VV, VYM, AAPL, SDY, VTI | 13F-HR | 5/6/2021, 08:41 PM |
| Q4 2020 | 619 | $351M | +$11.4M | -$12.3M | -$944K | VV, VYM, AAPL, SDY, WST | 13F-HR | 2/2/2021, 06:01 PM |
| Q3 2020 | 609 | $313M | +$22.6M | -$6.19M | +$16.4M | VV, VYM, WST, AAPL, VTI | 13F-HR | 11/3/2020, 09:03 AM |
| Q2 2020 | 565 | $282M | VV, VYM, WST, SDY, AAPL | 13F-HR | 7/17/2020, 08:43 PM | |||
| Q1 2020 | 157 | $70.9M | AAPL, WST, JNJ, MRK, GOOGL | 13F-HR | 4/9/2020, 05:16 PM | |||
| Q4 2019 | 555 | $285M | +$10.3M | -$9.48M | +$844K | VV, VYM, SDY, VEA, VTI | 13F-HR | 1/14/2020, 02:53 PM |
| Q3 2019 | 568 | $264M | +$12M | -$12.8M | -$749K | VV, VYM, SDY, VEA, VTI | 13F-HR | 10/18/2019, 04:44 PM |
| Q2 2019 | 555 | $263M | +$24M | -$7.64M | +$16.3M | VV, VYM, SDY, VEA, VTI | 13F-HR | 7/22/2019, 11:43 AM |
| Q1 2019 | 549 | $242M | +$7.7M | -$5.64M | +$2.06M | VV, VYM, VEA, SDY, VTI | 13F-HR | 4/16/2019, 02:01 PM |
| Q4 2018 | 544 | $215M | +$12.1M | -$4.32M | +$7.8M | VV, VYM, VEA, SDY, VTI | 13F-HR | 1/14/2019, 11:58 AM |
| Q3 2018 | 545 | $242M | +$5.47M | -$4.24M | +$1.23M | VV, VYM, VEA, SDY, VTI | 13F-HR | 10/18/2018, 06:20 PM |
| Q2 2018 | 547 | $226M | +$5.59M | -$20.6M | -$15M | VV, VYM, VEA, SDY, VTI | 13F-HR | 7/17/2018, 03:06 PM |
| Q1 2018 | 547 | $243M | +$6.7M | -$6.92M | -$215K | VV, VYM, VEA, SDY, VTI | 13F-HR | 4/6/2018, 04:17 PM |
| Q4 2017 | 540 | $253M | +$9M | -$4.73M | +$4.27M | VV, VYM, VEA, SDY, VTI | 13F-HR | 1/11/2018, 01:09 PM |
| Q3 2017 | 535 | $239M | +$25.1M | -$7.79M | +$17.3M | VV, VYM, VEA, SDY, VTI | 13F-HR | 10/19/2017, 03:16 PM |
| Q2 2017 | 489 | $218M | +$8.24M | -$7.43M | +$809K | VV, VYM, SDY, VEA, VTI | 13F-HR | 7/28/2017, 11:07 AM |
| Q1 2017 | 491 | $212M | +$4.74M | -$3.53M | +$1.22M | VV, SDY, VYM, VEA, VTI | 13F-HR | 5/4/2017, 12:34 PM |
| Q4 2016 | 505 | $204M | +$3.14M | -$6.75M | -$3.6M | VV, VYM, SDY, VEA, VTI | 13F-HR | 2/3/2017, 02:11 PM |
| Q3 2016 | 535 | $203M | +$9.6M | -$3.83M | +$5.78M | VV, SDY, VYM, VEA, XOM | 13F-HR | 11/8/2016, 02:54 PM |
| Q2 2016 | 586 | $195M | +$14.1M | -$2.85M | +$11.3M | VV, SDY, VYM, XOM, VTI | 13F-HR | 7/6/2016, 11:28 AM |
| Q1 2016 | 536 | $179M | +$10.9M | -$4.25M | +$6.62M | VV, SDY, VYM, XOM, VIG | 13F-HR | 4/7/2016, 03:55 PM |
| Q4 2015 | 533 | $159M | +$13.9M | -$6.9M | +$7.01M | VV, SDY, XOM, VTI, WST | 13F-HR | 1/6/2016, 11:10 AM |
| Q3 2015 | 542 | $147M | +$8.44M | -$4.17M | +$4.27M | VV, SDY, WST, XOM, MLAB | 13F-HR | 11/6/2015, 03:06 PM |
| Q2 2015 | 579 | $167M | +$16.9M | -$4.82M | +$12.1M | VV, SDY, VIG, WST, VYM | 13F-HR | 7/13/2015, 09:09 AM |
| Q1 2015 | 557 | $157M | +$8.65M | -$2.04M | +$6.61M | VV, SDY, WST, VIG, IDV | 13F-HR | 5/6/2015, 04:15 PM |
| Q4 2014 | 560 | $153M | +$7.98M | -$7.49M | +$497K | VV, SDY, VIG, WST, XOM | 13F-HR | 1/29/2015, 10:21 AM |
| Q3 2014 | 573 | $150M | +$17.3M | -$1.07M | +$16.2M | VV, SDY, VIG, XOM, WST | 13F-HR | 10/9/2014, 08:45 AM |
| Q2 2014 | 548 | $138M | +$4.91M | -$3.82M | +$1.09M | VV, SDY, VIG, XOM, WST | 13F-HR | 8/12/2014, 04:39 PM |
| Q1 2014 | 544 | $134M | +$3.71M | -$3.36M | +$346K | VV, SDY, VIG, XOM, WST | 13F-HR | 5/13/2014, 02:31 PM |
| Q4 2013 | 548 | $133M | VV, SDY, VIG, XOM, WST | Restatement | 2/11/2014, 08:30 AM |