| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 45 | $11.7B | +$311M | -$17.6M | +$293M | IVV, VV, VOO, SPY, QQQ | 13F-HR | 1/31/2025, 10:59 AM |
| Q3 2024 | 45 | $11.1B | +$691M | -$98.9M | +$592M | IVV, VV, VOO, SPY, QQQ | 13F-HR | 10/24/2024, 10:21 AM |
| Q2 2024 | 45 | $10B | +$416M | -$218M | +$198M | IVV, VV, VOO, SPY, QQQ | 13F-HR | 7/31/2024, 12:03 PM |
| Q1 2024 | 42 | $9.46B | +$86.3M | -$226M | -$139M | IVV, VV, SPY, VOO, VTI | 13F-HR | 4/24/2024, 11:34 AM |
| Q4 2023 | 42 | $8.79B | +$18.1M | -$266M | -$248M | IVV, VV, SPY, VOO, VTI | 13F-HR | 2/6/2024, 09:25 AM |
| Q3 2023 | 43 | $8.11B | +$5.58M | -$72.3M | -$66.8M | IVV, VV, SPY, VOO, VTI | 13F-HR | 10/24/2023, 12:22 PM |
| Q2 2023 | 43 | $8.49B | +$7.55M | -$243M | -$235M | IVV, VV, SPY, VOO, VTI | 13F-HR | 8/3/2023, 09:53 AM |
| Q1 2023 | 43 | $8.06B | +$5.09M | -$732M | -$727M | IVV, VTI, VV, SPY, VOO | 13F-HR | 4/28/2023, 09:19 AM |
| Q4 2022 | 42 | $8.16B | +$3.94M | -$1.27B | -$1.27B | IVV, VTI, VV, SPY, VOO | 13F-HR | 2/6/2023, 10:20 AM |
| Q3 2022 | 43 | $8.87B | +$168M | -$195M | -$27.6M | IVV, SPY, VV, VTI, VOO | 13F-HR | 11/2/2022, 09:30 AM |
| Q2 2022 | 44 | $9.43B | +$251M | -$147M | +$105M | VV, IVV, SPY, VTI, VOO | 13F-HR | 7/29/2022, 10:21 AM |
| Q1 2022 | 45 | $11.3B | +$137M | -$568M | -$430M | VV, IVV, SPY, VTI, VOO | 13F-HR | 4/25/2022, 09:59 AM |
| Q4 2021 | 45 | $12.4B | +$246M | -$391M | -$145M | VTI, VV, IVV, SPY, VOO | 13F-HR | 1/24/2022, 10:51 AM |
| Q3 2021 | 44 | $11.5B | +$16.1M | -$103M | -$86.6M | VTI, VV, IVV, SPY, VOO | 13F-HR | 10/26/2021, 12:25 PM |
| Q2 2021 | 44 | $9.43B | +$13.6M | -$5.95M | +$7.68M | VTI, VV, SPY, VOO, QQQ | 13F-HR | 7/26/2021, 09:20 AM |
| Q1 2021 | 47 | $10.4B | +$7.96M | -$256M | -$248M | VTI, VV, IVV, SPY, VOO | 13F-HR | 4/28/2021, 02:40 PM |
| Q4 2020 | 50 | $10.2B | +$255M | -$611M | -$355M | VTI, VV, IVV, SPY, VOO | 13F-HR | 1/26/2021, 09:56 AM |
| Q3 2020 | 54 | $9.44B | +$720M | -$279M | +$441M | VTI, VV, IVV, SPY, VOO | 13F-HR | 10/27/2020, 09:29 AM |
| Q2 2020 | 54 | $8.32B | +$410M | -$88.5M | +$321M | VTI, VV, IVV, SPY, VOO | 13F-HR | 7/20/2020, 10:47 AM |
| Q1 2020 | 53 | $6.79B | +$660M | -$469M | +$191M | VTI, VV, IVV, SPY, VOO | 13F-HR | 4/23/2020, 10:42 AM |
| Q4 2019 | 61 | $8.25B | +$457M | -$618M | -$161M | VV, VOO, IVV, SPY, VTI | 13F-HR | 1/29/2020, 03:26 PM |
| Q3 2019 | 62 | $7.91B | +$840M | -$654M | +$186M | VV, VOO, SPY, IVV, SCHX | 13F-HR | 10/28/2019, 10:08 AM |
| Q2 2019 | 62 | $7.98B | +$421M | -$901M | -$480M | SPY, VOO, VV, IVV, LQD | 13F-HR | 8/2/2019, 12:26 PM |
| Q1 2019 | 56 | $8.07B | +$1.89M | -$136M | -$134M | SPY, IVV, VOO, VV, LQD | 13F-HR | 5/10/2019, 08:58 AM |
| Q4 2018 | 55 | $7.38B | +$747M | -$93.7M | +$653M | SPY, IVV, VOO, VV, LQD | 13F-HR | 2/12/2019, 08:55 AM |
| Q3 2018 | 53 | $7.82B | +$172M | -$552M | -$380M | SPY, IVV, VOO, VV, LQD | 13F-HR | 11/13/2018, 12:55 PM |
| Q2 2018 | 54 | $7.95B | +$2.2B | -$3.93M | +$2.2B | SPY, VOO, IVV, VV, LQD | 13F-HR | 8/10/2018, 09:38 AM |
| Q1 2018 | 59 | $6B | +$491M | -$7.51M | +$483M | VOO, IVV, SPY, LQD, VV | 13F-HR | 5/10/2018, 11:45 AM |
| Q4 2017 | 59 | $5.59B | +$444M | -$75.8M | +$368M | VOO, IVV, SPY, LQD, VV | 13F-HR | 2/9/2018, 08:41 AM |
| Q3 2017 | 57 | $4.94B | +$384M | -$661M | -$277M | IVV, VOO, SPY, LQD, IWB | 13F-HR | 11/13/2017, 08:35 AM |
| Q2 2017 | 52 | $5.05B | +$319M | -$47.4M | +$271M | IVV, SPY, VOO, LQD, IWB | 13F-HR | 8/9/2017, 10:28 AM |
| Q1 2017 | 52 | $4.76B | +$435M | -$186M | +$250M | IVV, SPY, VOO, LQD, IWB | 13F-HR | 5/11/2017, 09:13 AM |
| Q4 2016 | 52 | $4.32B | +$461M | -$144M | +$317M | IVV, VOO, LQD, SPY, IWB | 13F-HR | 2/10/2017, 01:24 PM |
| Q3 2016 | 49 | $3.98B | +$859M | -$109M | +$750M | IVV, LQD, VOO, SPY, IWB | 13F-HR | 11/14/2016, 08:23 AM |
| Q2 2016 | 49 | $3.15B | +$769M | -$226M | +$544M | VOO, LQD, IVV, SPY, IWB | 13F-HR | 8/12/2016, 01:44 PM |
| Q1 2016 | 50 | $2.57B | +$31.6M | -$374M | -$342M | LQD, SPY, IVV, DIA, VOO | 13F-HR | 5/16/2016, 10:56 AM |
| Q4 2015 | 55 | $2.91B | +$328M | -$258M | +$69.6M | LQD, SPY, IVV, VOO, DIA | 13F-HR | 2/8/2016, 12:58 PM |
| Q3 2015 | 54 | $2.73B | +$587M | -$336M | +$251M | LQD, SPY, VOO, IVV, DIA | 13F-HR | 11/12/2015, 11:19 AM |
| Q2 2015 | 57 | $2.65B | +$302M | -$58.5M | +$243M | LQD, IVV, SPY, VOO, DIA | 13F-HR | 8/13/2015, 10:27 AM |
| Q1 2015 | 57 | $2.45B | +$133M | -$44.7M | +$88.8M | LQD, IVV, VOO, SPY, DIA | 13F-HR | 5/12/2015, 01:34 PM |
| Q4 2014 | 58 | $2.35B | +$273M | -$5.2M | +$268M | VOO, IVV, SPY, LQD, DIA | 13F-HR | 2/12/2015, 08:48 AM |
| Q3 2014 | 58 | $2.02B | +$435M | -$42.4M | +$393M | VOO, SPY, IVV, LQD, DIA | 13F-HR | 11/12/2014, 09:13 AM |
| Q2 2014 | 57 | $1.62B | +$351M | -$75M | +$276M | SPY, IVV, LQD, DIA, VOO | 13F-HR | 8/12/2014, 10:58 AM |
| Q1 2014 | 55 | $1.3B | +$180M | -$378M | -$198M | SPY, LQD, DIA, IWB, IVV | 13F-HR | 5/12/2014, 10:09 AM |
| Q4 2013 | 54 | $1.53B | IVV, SPY, LQD, DIA, IWB | 13F-HR | 2/12/2014, 07:53 AM |