| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 497 | $47B | +$2.26B | -$773M | +$1.48B | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 8/14/2025, 04:12 PM |
| Q1 2025 | 458 | $42.2B | +$1.78B | -$1.3B | +$474M | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 5/15/2025, 03:02 PM |
| Q4 2024 | 444 | $41.9B | +$2.44B | -$558M | +$1.88B | VTI, VEA, SPLG, VWO, MUB | 13F-HR | 2/14/2025, 01:47 PM |
| Q3 2024 | 421 | $41.9B | +$1.44B | -$517M | +$926M | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 11/14/2024, 11:35 AM |
| Q2 2024 | 392 | $38.6B | +$2.18B | -$1.06B | +$1.12B | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 8/14/2024, 08:40 AM |
| Q1 2024 | 352 | $37.3B | +$5.51B | -$4.8B | +$713M | VTI, VEA, VWO, SPLG, AGG | 13F-HR | 5/10/2024, 09:41 AM |
| Q4 2023 | 313 | $34.7B | +$728M | -$281M | +$447M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/9/2024, 02:35 PM |
| Q3 2023 | 303 | $31.6B | +$696M | -$174M | +$522M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/9/2023, 02:05 PM |
| Q2 2023 | 281 | $32.3B | +$708M | -$605M | +$103M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/7/2023, 11:33 AM |
| Q1 2023 | 264 | $30.8B | +$711M | -$173M | +$537M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 5/15/2023, 11:08 AM |
| Q4 2022 | 252 | $29.2B | +$1.6B | -$535M | +$1.07B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 2/13/2023, 11:03 AM |
| Q3 2022 | 222 | $28B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/14/2022, 09:42 AM | |||
| Q2 2022 | 222 | $28B | +$882M | -$417M | +$465M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/10/2022, 09:54 AM |
| Q1 2022 | 223 | $31.4B | +$1.63B | -$524M | +$1.11B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 5/16/2022, 12:07 PM |
| Q4 2021 | 201 | $32.1B | +$1.36B | -$205M | +$1.15B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 2/14/2022, 05:24 PM |
| Q3 2021 | 184 | $29.9B | +$1.3B | -$210M | +$1.09B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/15/2021, 11:16 AM |
| Q2 2021 | 163 | $29.4B | +$1.84B | -$291M | +$1.55B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 8/10/2021, 10:01 AM |
| Q1 2021 | 133 | $26.6B | +$1.83B | -$256M | +$1.57B | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 6/1/2021, 03:19 PM |
| Q4 2020 | 125 | $23.9B | +$1.31B | -$212M | +$1.1B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/11/2021, 05:44 PM |
| Q3 2020 | 112 | $20.4B | +$735M | -$176M | +$559M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/10/2020, 04:20 PM |
| Q2 2020 | 114 | $18.8B | +$1.21B | -$818M | +$389M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/11/2020, 12:35 PM |
| Q1 2020 | 110 | $16.1B | +$2B | -$1.48B | +$519M | VTI, VEA, VWO, BNDX, SHV | 13F-HR | 5/14/2020, 01:39 PM |
| Q4 2019 | 112 | $19.4B | +$1.37B | -$569M | +$806M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 1/31/2020, 12:16 PM |
| Q3 2019 | 110 | $17.6B | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11/7/2019, 11:11 AM | |||
| Q2 2019 | 111 | $17.6B | +$782M | -$56.6M | +$725M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 8/14/2019, 10:43 AM |
| Q1 2019 | 109 | $16.5B | +$1.01B | -$32.8M | +$975M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 4/11/2019, 02:36 PM |
| Q4 2018 | 104 | $14.2B | +$992M | -$372M | +$619M | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 2/6/2019, 01:53 PM |
| Q3 2018 | 99 | $15.2B | +$1.65B | -$819M | +$831M | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 11/14/2018, 10:23 AM |
| Q2 2018 | 94 | $14.1B | +$676M | -$205M | +$471M | VEA, VTI, VWO, VTV, BNDX | 13F-HR | 8/13/2018, 11:38 AM |
| Q1 2018 | 93 | $13.8B | +$1.5B | -$21.2M | +$1.48B | VEA, VTI, VWO, VTV, BNDX | 13F-HR | 5/14/2018, 10:28 AM |
| Q4 2017 | 88 | $12.4B | +$1.8B | -$712M | +$1.09B | VEA, VTI, VTV, VWO, MUB | 13F-HR | 2/14/2018, 01:37 PM |
| Q3 2017 | 84 | $10.9B | +$1.06B | -$43.6M | +$1.01B | VEA, VTI, VTV, VWO, MUB | 13F-HR | 11/17/2017, 12:35 PM |
| Q2 2017 | 74 | $9.57B | +$1.11B | -$77.5M | +$1.04B | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 8/14/2017, 02:32 PM |
| Q1 2017 | 68 | $8.31B | +$1.32B | -$106M | +$1.21B | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 5/11/2017, 05:22 PM |
| Q4 2016 | 64 | $6.77B | +$901M | -$80.5M | +$820M | VEA, VTI, VTV, VWO, BNDX | 13F-HR | 2/14/2017, 11:32 AM |
| Q3 2016 | 51 | $5.96B | +$878M | -$3.34M | +$874M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 11/14/2016, 04:28 PM |
| Q2 2016 | 45 | $4.9B | +$830M | -$1.94M | +$828M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 8/15/2016, 05:34 PM |
| Q1 2016 | 37 | $4.02B | +$774M | -$11.9M | +$762M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 5/18/2016, 04:21 PM |
| Q4 2015 | 38 | $3.25B | +$549M | -$228K | +$549M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 2/9/2016, 01:58 PM |
| Q3 2015 | 33 | $2.63B | +$491M | -$424K | +$491M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 11/10/2015, 02:27 PM |
| Q2 2015 | 35 | $2.33B | +$625M | -$1.08M | +$624M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 8/12/2015, 03:12 PM |
| Q1 2015 | 32 | $1.73B | +$581M | -$21.5M | +$559M | VEA, VTI, VTV, MUB, VWO | 13F-HR | 5/11/2015, 06:06 PM |
| Q4 2014 | 37 | $1.14B | VEA, VTI, IVE, VTV, VWO | 13F-HR | 2/17/2015, 11:08 AM |