| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 425 | $431M | +$6.07M | -$5.37M | +$701K | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 4/11/2025, 10:59 AM |
| Q4 2024 | 412 | $431M | +$11M | -$3.62M | +$7.42M | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 1/15/2025, 10:50 AM |
| Q3 2024 | 376 | $438M | +$12.7M | -$6.37M | +$6.34M | BIV, IVV, IEFA, VO, BNDX | 13F-HR | 10/15/2024, 10:12 AM |
| Q2 2024 | 311 | $406M | +$21.9M | -$11.3M | +$10.6M | IVV, BIV, IEFA, VO, BNDX | 13F-HR | 8/9/2024, 03:06 PM |
| Q1 2024 | 291 | $395M | +$13.3M | -$7.73M | +$5.53M | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 4/17/2024, 10:43 AM |
| Q4 2023 | 304 | $374M | +$11.2M | -$5.68M | +$5.51M | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 1/24/2024, 11:34 AM |
| Q3 2023 | 284 | $338M | +$6.52M | -$11.5M | -$4.96M | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 10/24/2023, 02:54 PM |
| Q2 2023 | 280 | $359M | +$5.58M | -$8.86M | -$3.28M | IVV, BIV, IEFA, BNDX, VO | 13F-HR | 7/17/2023, 01:29 PM |
| Q1 2023 | 287 | $351M | +$3.88M | -$36.3M | -$32.5M | IVV, IEFA, BIV, BNDX, VO | 13F-HR | 4/20/2023, 01:51 PM |
| Q4 2022 | 286 | $367M | +$7.23M | -$52.2M | -$45M | IVV, IEFA, BIV, BNDX, VO | 13F-HR | 2/9/2023, 10:59 AM |
| Q3 2022 | 293 | $386M | +$16.1M | -$4.56M | +$11.6M | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 10/26/2022, 05:14 PM |
| Q2 2022 | 292 | $400M | +$14.3M | -$14M | +$322K | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 7/28/2022, 01:53 PM |
| Q1 2022 | 334 | $459M | +$17.9M | -$2.11M | +$15.8M | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 5/12/2022, 01:41 PM |
| Q4 2021 | 346 | $469M | +$18.2M | -$8.24M | +$10M | IVV, IEFA, VO, BNDX, BIV | 13F-HR | 2/14/2022, 09:35 AM |
| Q3 2021 | 416 | $441M | +$12.3M | -$4.35M | +$7.93M | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 11/12/2021, 09:01 AM |
| Q2 2021 | 339 | $437M | +$17.7M | -$14.2M | +$3.44M | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 8/12/2021, 04:20 PM |
| Q1 2021 | 377 | $414M | +$21.6M | -$16.4M | +$5.22M | IVV, IEFA, BNDX, BIV, VO | 13F-HR | 5/6/2021, 01:13 PM |
| Q4 2020 | 306 | $391M | +$26.7M | -$13.8M | +$12.9M | IVV, IEFA, BNDX, VO, BIV | 13F-HR | 2/11/2021, 12:46 PM |
| Q3 2020 | 253 | $344M | +$7.53M | -$10.8M | -$3.25M | IVV, IEFA, BNDX, VO, BIV | 13F-HR | 11/12/2020, 10:32 AM |
| Q2 2020 | 255 | $330M | +$19.1M | -$16.8M | +$2.33M | IVV, BNDX, IEFA, VO, BIV | 13F-HR | 8/6/2020, 10:40 AM |
| Q1 2020 | 244 | $290M | +$14.1M | -$6.86M | +$7.21M | IVV, CASH, BNDX, BIV, VO | 13F-HR | 5/13/2020, 10:43 AM |
| Q4 2019 | 248 | $355M | +$7.8M | -$13.2M | -$5.39M | CASH, IVV, BNDX, BIV, VO | 13F-HR | 2/11/2020, 07:58 AM |
| Q3 2019 | 252 | $341M | +$9.42M | -$14.9M | -$5.43M | CASH, IVV, BNDX, BIV, VO | 13F-HR | 11/13/2019, 08:00 AM |
| Q2 2019 | 226 | $339M | +$19M | -$12.2M | +$6.82M | CASH, IVV, VO, BNDX, BIV | 13F-HR | 8/7/2019, 11:03 AM |
| Q1 2019 | 230 | $320M | +$11.3M | -$2.29M | +$8.99M | CASH, IVV, VO, BNDX, BIV | 13F-HR | 5/13/2019, 09:19 AM |
| Q4 2018 | 224 | $284M | +$50.7M | -$9.49M | +$41.2M | CASH, BIV, BNDX, IVV, VO | 13F-HR | 2/11/2019, 01:36 PM |
| Q3 2018 | 219 | $284M | +$22.2M | -$3.33M | +$18.9M | BIV, VUG, EFG, VTV, BNDX | 13F-HR | 11/8/2018, 03:06 PM |
| Q2 2018 | 211 | $258M | +$6.76M | -$3.55M | +$3.22M | BIV, VUG, EFG, BNDX, VTV | 13F-HR | 8/10/2018, 11:19 AM |
| Q1 2018 | 209 | $254M | +$8.62M | -$4.86M | +$3.75M | BIV, EFG, VUG, VTV, BNDX | 13F-HR | 5/8/2018, 11:11 AM |
| Q4 2017 | 206 | $253M | +$9.08M | -$6.44M | +$2.64M | BIV, EFG, VUG, VTV, BNDX | 13F-HR | 2/7/2018, 01:29 PM |
| Q3 2017 | 204 | $241M | +$9.74M | -$6.63M | +$3.11M | EFG, BIV, VUG, VTV, BNDX | 13F-HR | 11/8/2017, 08:33 AM |
| Q2 2017 | 212 | $230M | +$15.7M | -$4.48M | +$11.2M | EFG, VTV, VUG, BIV, EFV | 13F-HR | 8/10/2017, 01:34 PM |
| Q1 2017 | 198 | $214M | +$5.65M | -$5.43M | +$220K | EFG, VTV, VUG, EFV, BIV | 13F-HR | 4/26/2017, 04:08 PM |
| Q4 2016 | 203 | $205M | +$13.2M | -$9.55M | +$3.69M | EFG, VTV, VUG, EFV, BIV | 13F-HR | 2/10/2017, 11:47 AM |
| Q3 2016 | 195 | $200M | +$6.68M | -$10M | -$3.34M | EFG, VTV, EFV, VUG, BIV | 13F-HR | 11/10/2016, 12:10 PM |
| Q2 2016 | 179 | $195M | +$11.7M | -$8.28M | +$3.42M | EFG, VTV, EFV, VUG, VOE | 13F-HR | 8/2/2016, 11:55 AM |
| Q1 2016 | 191 | $189M | +$11.6M | -$977K | +$10.6M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 4/29/2016, 11:39 AM |
| Q4 2015 | 190 | $177M | +$7.03M | -$8.75M | -$1.73M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 2/11/2016, 08:22 AM |
| Q3 2015 | 198 | $174M | +$16.1M | -$262K | +$15.8M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 11/2/2015, 01:27 PM |
| Q2 2015 | 201 | $174M | +$7.13M | -$2.07M | +$5.06M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 8/5/2015, 01:21 PM |
| Q1 2015 | 203 | $171M | +$6.56M | -$1.6M | +$4.96M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 4/30/2015, 10:40 AM |
| Q4 2014 | 205 | $161M | +$12M | -$1M | +$11M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 2/6/2015, 10:25 AM |
| Q3 2014 | 152 | $149M | +$4.3M | -$853K | +$3.45M | EFG, EFV, VTV, VUG, VOE | 13F-HR | 10/15/2014, 01:31 PM |
| Q2 2014 | 148 | $150M | +$2.92M | -$311K | +$2.61M | EFG, EFV, VTV, VOE, VUG | 13F-HR | 7/29/2014, 03:19 PM |
| Q1 2014 | 146 | $143M | +$5.64M | -$4.5M | +$1.14M | EFG, EFV, VTV, VOE, VUG | 13F-HR | 5/1/2014, 02:05 PM |
| Q4 2013 | 211 | $146M | EFG, EFV, VTV, VOE, VUG | 13F-HR | 2/12/2014, 12:50 PM |