| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2021 | 416 | $2.27B | +$59.6M | -$39.7M | +$19.9M | SPY, VYM, VEA, VV, VWO | 13F-HR | 5/10/2021, 04:29 PM |
| Q4 2020 | 398 | $2.14B | +$128M | -$17.3M | +$110M | SPY, VYM, VEA, VV, VWO | 13F-HR | 2/11/2021, 06:10 PM |
| Q3 2020 | 354 | $1.8B | +$99.9M | -$33.9M | +$66M | SPY, VYM, VEA, VV, VWO | 13F-HR | 11/12/2020, 02:10 PM |
| Q2 2020 | 326 | $1.64B | +$40.9M | -$63.2M | -$22.3M | SPY, VYM, VEA, VV, VWO | 13F-HR | 8/12/2020, 04:50 PM |
| Q1 2020 | 298 | $1.43B | +$52.1M | -$62M | -$9.91M | SPY, VYM, BND, VV, VEA | 13F-HR | 5/4/2020, 09:03 PM |
| Q4 2019 | 347 | $1.8B | +$32.5M | -$26M | +$6.5M | SPY, VYM, BND, VEA, VV | 13F-HR | 2/13/2020, 04:01 PM |
| Q3 2019 | 332 | $1.68B | +$37.9M | -$22.5M | +$15.4M | SPY, VYM, BND, VEA, VV | 13F-HR | 11/14/2019, 04:17 PM |
| Q2 2019 | 236 | $1.66B | +$22.5M | -$46.2M | -$23.7M | SPY, VYM, BND, VEA, VV | 13F-HR | 8/5/2019, 03:32 PM |
| Q1 2019 | 213 | $1.64B | +$43.8M | -$19.2M | +$24.6M | SPY, VYM, BND, VEA, VV | 13F-HR | 5/8/2019, 02:58 PM |
| Q4 2018 | 193 | $1.46B | +$538M | -$19.2M | +$519M | SPY, BND, VYM, VEA, VV | 13F-HR | 2/7/2019, 12:13 PM |
| Q3 2018 | 170 | $1.1B | +$9.62M | -$19.1M | -$9.45M | SPY, VYM, VV, VB, VXF | 13F-HR | 10/30/2018, 11:48 AM |
| Q2 2018 | 167 | $1.05B | +$8.4M | -$16.2M | -$7.77M | SPY, VYM, VV, VB, VXF | 13F-HR | 8/9/2018, 06:07 PM |
| Q1 2018 | 164 | $1.03B | +$6.93M | -$12.7M | -$5.77M | SPY, VYM, VV, VB, VXF | 13F-HR | 5/7/2018, 06:16 PM |
| Q4 2017 | 167 | $1.06B | +$8.11M | -$20.1M | -$12M | SPY, VYM, VV, VB, VXF | 13F-HR | 2/13/2018, 11:10 AM |
| Q3 2017 | 162 | $1.01B | +$11.6M | -$27.9M | -$16.3M | SPY, VYM, VV, VB, VXF | 13F-HR | 11/14/2017, 03:38 PM |
| Q2 2017 | 148 | $993M | +$11.6M | -$42.7M | -$31.1M | SPY, VYM, VV, VB, VXF | 13F-HR | 8/8/2017, 12:22 PM |
| Q1 2017 | 146 | $1.01B | +$13.8M | -$18.3M | -$4.5M | SPY, VYM, VV, VB, VXF | 13F-HR | 5/10/2017, 04:02 PM |
| Q4 2016 | 142 | $974M | +$6.29M | -$64.9M | -$58.6M | SPY, VYM, VV, VB, VXF | 13F-HR | 2/3/2017, 02:17 PM |
| Q3 2016 | 140 | $994M | +$15.7M | -$3.04M | +$12.6M | SPY, VYM, VV, VB, VXF | 13F-HR | 11/14/2016, 11:58 AM |
| Q2 2016 | 139 | $955M | SPY, VYM, VV, VB, VXF | 13F-HR | 8/11/2016, 04:41 PM | |||
| Q1 2016 | 13F-NT | 5/13/2016, 02:43 PM | ||||||
| Q4 2015 | 13F-NT | 2/16/2016, 11:45 AM | ||||||
| Q3 2015 | 13F-NT | 11/13/2015, 01:50 PM | ||||||
| Q2 2015 | 13F-NT | 8/14/2015, 12:17 PM | ||||||
| Q1 2015 | 13F-NT | 5/13/2015, 03:13 PM | ||||||
| Q4 2014 | 13F-NT | 2/13/2015, 09:33 AM | ||||||
| Q3 2014 | 13F-NT | 11/7/2014, 02:49 PM | ||||||
| Q2 2014 | 13F-NT | 8/14/2014, 03:04 PM | ||||||
| Q1 2014 | 13F-NT | 5/15/2014, 05:13 PM | ||||||
| Q4 2013 | 13F-NT | 2/14/2014, 02:19 PM |