| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 792 | $10.1B | +$975M | -$202M | +$772M | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 2/3/2025, 09:40 PM |
| Q3 2024 | 754 | $9.83B | +$1.59B | -$77.3M | +$1.51B | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 11/13/2024, 01:11 PM |
| Q2 2024 | 663 | $7.81B | +$453M | -$197M | +$256M | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 8/8/2024, 04:43 PM |
| Q1 2024 | 640 | $7.5B | +$465M | -$170M | +$295M | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 5/6/2024, 01:31 PM |
| Q4 2023 | 644 | $7.04B | +$501M | -$115M | +$386M | IVV, VOO, VEA, SCHD, IJH | 13F-HR | 2/6/2024, 09:52 PM |
| Q3 2023 | 626 | $6.06B | +$341M | -$166M | +$176M | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 11/6/2023, 05:24 PM |
| Q2 2023 | 559 | $6.12B | +$176M | -$131M | +$45.8M | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 7/31/2023, 05:37 PM |
| Q1 2023 | 533 | $5.83B | +$235M | -$153M | +$82.5M | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 5/9/2023, 02:14 PM |
| Q4 2022 | 581 | $5.5B | +$429M | -$112M | +$317M | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 2/13/2023, 04:48 PM |
| Q3 2022 | 510 | $4.78B | +$427M | -$90.5M | +$336M | IVV, SCHD, VOO, IJH, VEA | 13F-HR | 11/14/2022, 03:56 PM |
| Q2 2022 | 496 | $4.78B | +$1.06B | -$60.1M | +$996M | IVV, SCHD, VOO, IJH, VEA | 13F-HR | 8/8/2022, 08:05 PM |
| Q1 2022 | 428 | $4.45B | +$424M | -$197M | +$226M | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 5/9/2022, 12:18 PM |
| Q4 2021 | 534 | $4.52B | +$286M | -$532M | -$246M | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 2/14/2022, 12:19 PM |
| Q3 2021 | 577 | $4.82B | +$1.2B | -$134M | +$1.07B | IVV, VOO, SCHD, IJH, VEA | 13F-HR | 11/12/2021, 09:11 PM |
| Q2 2021 | 366 | $3.8B | +$169M | -$820M | -$651M | IVV, VOO, SCHD, VEA, VTI | 13F-HR | 8/13/2021, 02:10 PM |
| Q1 2021 | 703 | $4.21B | +$713M | -$57M | +$656M | IVV, VOO, SCHD, VEA, VTI | 13F-HR | 5/17/2021, 12:58 PM |
| Q4 2020 | 580 | $3.36B | +$1.55B | -$32.1M | +$1.52B | VOO, IVV, VEA, SCHD, VTI | 13F-HR | 2/16/2021, 03:38 PM |
| Q3 2020 | 328 | $1.68B | +$207M | -$36M | +$171M | VOO, IVV, GOVT, VEA, SPY | 13F-HR | 11/13/2020, 06:08 PM |
| Q2 2020 | 280 | $1.44B | +$27.1M | -$1.06B | -$1.04B | VOO, GOVT, IVV, VEA, VTI | 13F-HR | 8/14/2020, 03:18 PM |
| Q1 2020 | 555 | $2.38B | +$1.29B | -$56.2M | +$1.24B | VOO, IVV, VEA, GOVT, VTI | 13F-HR | 5/12/2020, 03:53 PM |
| Q4 2019 | 215 | $1.37B | +$101M | -$15.5M | +$85.3M | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 2/14/2020, 09:34 AM |
| Q3 2019 | 167 | $1.22B | +$87.6M | -$15.9M | +$71.7M | VEA, GOVT, VOO, IVV, VTI | 13F-HR | 11/12/2019, 04:11 PM |
| Q2 2019 | 96 | $1.15B | +$63.1M | -$20.8M | +$42.3M | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 8/13/2019, 04:00 PM |
| Q1 2019 | 44 | $1.08B | +$30.8M | -$41.3M | -$10.5M | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 5/7/2019, 06:21 PM |
| Q4 2018 | 808 | $1.04B | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 2/14/2019, 03:55 PM |