| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 412 | $1.73B | +$87.2M | -$108M | -$20.6M | VTI, VEA, MUB, VWO, ESGD | 13F-HR | 2/14/2025, 01:28 PM |
| Q3 2024 | 425 | $1.81B | +$61M | -$24.6M | +$36.4M | VTI, VEA, VWO, MUB, ESGD | 13F-HR | 11/13/2024, 08:59 AM |
| Q2 2024 | 404 | $1.67B | +$58.8M | -$14.9M | +$43.9M | VTI, VEA, MUB, VWO, ESGD | 13F-HR | 8/14/2024, 09:19 AM |
| Q1 2024 | 400 | $1.61B | +$158M | -$94.7M | +$63.4M | VTI, VEA, MUB, VWO, ESGD | 13F-HR | 5/13/2024, 12:43 PM |
| Q4 2023 | 388 | $1.47B | +$142M | -$97.6M | +$44.3M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 2/6/2024, 10:08 AM |
| Q3 2023 | 392 | $1.3B | +$59.3M | -$32.1M | +$27.1M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 11/9/2023, 12:04 PM |
| Q2 2023 | 360 | $1.33B | +$52.4M | -$9.17M | +$43.2M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 8/9/2023, 05:16 PM |
| Q1 2023 | 1,857 | $1.29B | +$57.5M | -$23.1M | +$34.4M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 5/4/2023, 01:29 PM |
| Q4 2022 | 1,826 | $1.19B | +$79.7M | -$20M | +$59.7M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 2/3/2023, 01:53 PM |
| Q3 2022 | 1,452 | $1.06B | +$93.5M | -$23.3M | +$70.2M | VTI, VEA, MUB, SUB, VWO | 13F-HR | 11/2/2022, 12:26 PM |
| Q2 2022 | 1,241 | $1.06B | +$125M | -$17.3M | +$108M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 7/18/2022, 02:42 PM |
| Q1 2022 | 1,279 | $1.09B | +$121M | -$10.8M | +$110M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 4/19/2022, 05:13 PM |
| Q4 2021 | 1,268 | $1.12B | +$97.3M | -$34.9M | +$62.4M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 1/24/2022, 04:27 PM |
| Q3 2021 | 1,345 | $1.02B | +$88.7M | -$49.4M | +$39.3M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 10/19/2021, 10:51 AM |
| Q2 2021 | 1,198 | $1.01B | +$153M | -$20.3M | +$133M | VTI, VEA, VWO, MUB, SUB | 13F-HR | 7/13/2021, 12:06 PM |
| Q1 2021 | 1,201 | $829M | +$126M | -$11.5M | +$115M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 5/3/2021, 11:23 AM |
| Q4 2020 | 1,066 | $683M | +$80.8M | -$11.9M | +$68.9M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 2/4/2021, 11:59 AM |
| Q3 2020 | 1,001 | $557M | +$70.8M | -$3.44M | +$67.4M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 10/26/2020, 09:03 AM |
| Q2 2020 | 973 | $467M | +$53.4M | -$3.07M | +$50.3M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 7/6/2020, 10:48 AM |
| Q1 2020 | 884 | $361M | +$71.2M | -$1.27M | +$70M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 4/10/2020, 05:35 PM |
| Q4 2019 | 798 | $358M | +$60.2M | -$3.34M | +$56.9M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 2/5/2020, 10:30 AM |
| Q3 2019 | 394 | $285M | +$124M | -$66.8M | +$56.7M | VTI, VEA, MUB, VWO, SUB | 13F-HR | 10/8/2019, 03:33 PM |
| Q2 2019 | 334 | $91.4M | +$7.76M | -$2.13M | +$5.64M | VTI, SPY, META, AAPL, ADP | 13F-HR | 8/20/2019, 01:01 PM |
| Q1 2019 | 278 | $85.6M | +$14.3M | -$1.26M | +$13M | VTI, VTV, META, JNKXXXX, SPY | 13F-HR | 5/1/2019, 03:31 PM |
| Q4 2018 | 477 | $195M | VTI, VEA, VTEB, VWO, SHM | 13F-HR | 1/25/2019, 01:56 PM |