| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 981 | $6.46B | +$1.25B | -$96.3M | +$1.15B | IVV, VUG, AAPL, VIG, PRF | 13F-HR | 2/14/2025, 09:00 AM |
| Q3 2024 | 805 | $5.42B | +$206M | -$205M | +$512K | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 11/14/2024, 09:00 AM |
| Q2 2024 | 802 | $5.1B | +$919M | -$96.9M | +$823M | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 8/14/2024, 09:30 AM |
| Q1 2024 | 692 | $4.25B | +$1.46B | -$76.3M | +$1.38B | IVV, VUG, PRF, VIG, VOE | 13F-HR | 5/15/2024, 04:54 PM |
| Q4 2023 | 446 | $2.67B | +$353M | -$205M | +$148M | IVV, VUG, PRF, VOE, VIG | 13F-HR | 2/14/2024, 04:39 PM |
| Q3 2023 | 415 | $2.29B | +$323M | -$70.7M | +$252M | VUG, PRF, IVV, VOE, IWB | 13F-HR | 11/14/2023, 05:00 PM |
| Q2 2023 | 374 | $2.28B | +$346M | -$76.1M | +$270M | PRF, VUG, IVV, VOE, VEA | 13F-HR | 8/14/2023, 06:58 PM |
| Q1 2023 | 296 | $1.92B | +$146M | -$93.6M | +$52.1M | PRF, VUG, VOE, IVV, VEA | 13F-HR | 5/15/2023, 06:02 PM |
| Q4 2022 | 276 | $1.8B | +$299M | -$30.6M | +$268M | PRF, VOE, VUG, IVV, VEA | 13F-HR | 2/14/2023, 05:34 PM |
| Q3 2022 | 245 | $1.42B | +$417M | -$20.1M | +$397M | PRF, VOE, VUG, IWB, VEA | 13F-HR | 11/14/2022, 08:36 PM |
| Q2 2022 | 204 | $1.09B | +$122M | -$24.4M | +$97.6M | PRF, VOE, VUG, VEA, VOT | 13F-HR | 8/15/2022, 05:19 PM |
| Q1 2022 | 199 | $1.13B | +$27.8M | -$7.1M | +$20.8M | PRF, VUG, VOE, VEA, VOT | 13F-HR | 5/16/2022, 05:51 PM |
| Q4 2021 | 184 | $1.15B | +$62.7M | -$5.43M | +$57.2M | PRF, VUG, VOE, VEA, VOT | 13F-HR | 2/14/2022, 05:27 PM |
| Q3 2021 | 203 | $1.17B | +$53.6M | -$5.15M | +$48.4M | PRF, VUG, VOE, VOT, VEA | 13F-HR | 11/12/2021, 06:12 PM |
| Q2 2021 | 192 | $1.08B | +$36.6M | -$8.71M | +$27.9M | PRF, VUG, VOE, VEA, VOT | 13F-HR | 8/16/2021, 07:29 PM |
| Q1 2021 | 171 | $998M | +$37.8M | -$20.7M | +$17.1M | PRF, VUG, VOE, VEA, VOT | 13F-HR | 5/21/2021, 05:43 PM |
| Q4 2020 | 145 | $948M | +$29.1M | -$7.15M | +$21.9M | PRF, VUG, VOE, VOT, VEA | 13F-HR | 2/12/2021, 05:06 PM |
| Q3 2020 | 139 | $749M | +$17.5M | -$7.21M | +$10.2M | PRF, VUG, VOE, VOT, VEA | 13F-HR | 11/2/2020, 12:15 PM |
| Q2 2020 | 148 | $760M | +$29.8M | -$18.9M | +$11M | PRF, VUG, VOE, VOT, VEA | 13F-HR | 8/14/2020, 05:59 PM |
| Q1 2020 | 145 | $592M | +$60.8M | -$43.9M | +$16.9M | PRF, VUG, VOE, VOT, VEA | 13F-HR | 5/14/2020, 11:56 AM |
| Q4 2019 | 139 | $761M | +$16.4M | -$18M | -$1.5M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 2/7/2020, 02:51 PM |
| Q3 2019 | 133 | $697M | +$30.8M | -$3.04M | +$27.8M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 11/12/2019, 12:43 PM |
| Q2 2019 | 129 | $671M | +$13.4M | -$5.63M | +$7.79M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 8/12/2019, 04:14 PM |
| Q1 2019 | 127 | $646M | +$17.5M | -$12.8M | +$4.72M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 5/3/2019, 06:33 PM |
| Q4 2018 | 116 | $573M | +$112M | -$77.3M | +$35.1M | PRF, VUG, VOE, VONE, VOT | 13F-HR | 2/12/2019, 04:33 PM |
| Q3 2018 | 193 | $678M | +$18M | -$1.84M | +$16.1M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 11/2/2018, 06:39 PM |
| Q2 2018 | 188 | $643M | +$173M | -$2.96M | +$170M | PRF, VUG, VOE, VOT, VONE | 13F-HR | 8/2/2018, 02:07 PM |
| Q1 2018 | 175 | $619M | +$25.4M | -$64.4M | -$39M | PRFXXXX, VOE, VUG, VONE, VOT | 13F-HR | 5/4/2018, 01:25 PM |
| Q4 2017 | 395 | $701M | +$239M | -$11.2M | +$228M | PRFXXXX, VOE, VUG, VONE, VOT | 13F-HR | 2/9/2018, 05:02 PM |
| Q3 2017 | 234 | $461M | +$93.7M | -$38.1M | +$55.6M | VOE, VUG, VOT, PRFXXXX, AGG | 13F-HR | 10/30/2017, 02:09 PM |
| Q2 2017 | 219 | $398M | +$15M | -$3.34M | +$11.7M | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 7/27/2017, 01:14 PM |
| Q1 2017 | 213 | $380M | +$109M | -$8.44M | +$101M | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 5/5/2017, 05:45 PM |
| Q4 2016 | 120 | $269M | +$33.6M | -$1.34M | +$32.3M | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 1/24/2017, 03:45 PM |
| Q3 2016 | 102 | $240M | +$17.7M | -$3.09M | +$14.6M | AGG, VOE, VOT, VUG, VEA | 13F-HR | 10/27/2016, 12:18 PM |
| Q2 2016 | 89 | $221M | +$58.8M | -$3.04M | +$55.8M | AGG, VOE, VOT, VUG, VEA | 13F-HR | 7/13/2016, 04:37 PM |
| Q1 2016 | 93 | $163M | +$11.7M | -$63.8M | -$52.1M | VOE, VOT, VUG, VEA, SFBS | 13F-HR | 4/20/2016, 02:41 PM |
| Q4 2015 | 128 | $230M | +$93.4M | -$3.76M | +$89.6M | VOE, VOT, VUG, IWM, AGG | 13F-HR | 2/8/2016, 02:30 PM |
| Q3 2015 | 415 | $145M | +$8.95M | -$14.3M | -$5.37M | VOE, VOT, VUG, VEA, VO | 13F-HR | 11/2/2015, 02:22 PM |
| Q2 2015 | 347 | $163M | +$6.51M | -$38.8M | -$32.3M | VOT, VOE, VUG, VOO, VO | 13F-HR | 8/10/2015, 11:11 AM |
| Q1 2015 | 333 | $198M | +$5.49M | -$6.77M | -$1.28M | VOT, VOE, VUG, LQD, VOO | 13F-HR | 5/7/2015, 12:12 PM |
| Q4 2014 | 398 | $199M | +$38.3M | -$11.3M | +$26.9M | VOT, VOE, VUG, LQD, VOO | 13F-HR | 1/15/2015, 11:02 AM |
| Q3 2014 | 748 | $185M | +$8.87M | -$54.5M | -$45.6M | VOT, VOE, VUG, VOO, VO | 13F-HR | 10/28/2014, 11:41 AM |
| Q2 2014 | 709 | $240M | +$20.9M | -$5.6M | +$15.3M | VOE, VOT, VUG, VOO, EFA | 13F-HR | 7/29/2014, 12:03 PM |
| Q1 2014 | 676 | $221M | +$9.87M | -$67M | -$57.1M | VOE, VOT, VUG, VOO, EFA | 13F-HR | 4/28/2014, 12:37 PM |
| Q4 2013 | 803 | $284M | VOE, VOT, VUG, VOO, AGG | 13F-HR | 1/27/2014, 10:05 AM |