| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 122 | $751M | +$29.5M | -$29.2M | +$342K | SPY, VXUS, VTI, IJR, VEU | 13F-HR | 7/25/2025, 04:01 PM |
| Q1 2025 | 120 | $690M | +$56.7M | -$51M | +$5.73M | SPY, VXUS, VTI, IJR, VEU | 13F-HR | 5/5/2025, 10:26 AM |
| Q4 2024 | 109 | $699M | +$30.6M | -$5.56M | +$25.1M | SPY, VTI, IJR, VXUS, IWB | 13F-HR | 2/7/2025, 05:14 PM |
| Q3 2024 | 110 | $711M | +$25.4M | -$16.9M | +$8.44M | SPY, IJR, VTI, VXUS, VEU | 13F-HR | 11/7/2024, 04:21 PM |
| Q2 2024 | 122 | $654M | +$14.8M | -$5.48M | +$9.33M | SPY, IJR, VTI, VXUS, VEU | 13F-HR | 7/30/2024, 05:27 PM |
| Q1 2024 | 125 | $640M | +$41.6M | -$13.4M | +$28.1M | SPY, IJR, VTI, VXUS, VEU | 13F-HR | 5/1/2024, 07:09 PM |
| Q4 2023 | 107 | $581M | +$9.02M | -$14.9M | -$5.86M | SPY, VTI, IJR, VXUS, VEU | 13F-HR | 2/5/2024, 05:26 PM |
| Q3 2023 | 108 | $531M | +$11.2M | -$701K | +$10.5M | VTI, SPY, IJR, VXUS, VEU | 13F-HR | 11/2/2023, 09:24 PM |
| Q2 2023 | 107 | $543M | +$34M | -$12.6M | +$21.4M | VTI, SPY, IJR, VXUS, VEU | 13F-HR | 8/2/2023, 06:19 PM |
| Q1 2023 | 101 | $498M | +$35.7M | -$33M | +$2.7M | VTI, SPY, IJR, VXUS, VEU | 13F-HR | 5/3/2023, 09:47 PM |
| Q4 2022 | 101 | $470M | SPY, IJR, VEU, VXUS, VTI | 13F-HR | 2/3/2023, 06:10 PM | |||
| Q3 2022 | 53 | $253M | SPY, IJR, VTI, IWB, IWM | 13F-HR | 11/1/2022, 07:59 PM | |||
| Q2 2022 | 100 | $463M | +$71.1M | -$4.39M | +$66.7M | SPY, IJR, VEU, VTI, IWB | 13F-HR | 7/29/2022, 08:53 PM |
| Q1 2022 | 96 | $466M | +$78.5M | -$18.1M | +$60.4M | SPY, IJR, VEU, IWB, VXUS | 13F-HR | 5/12/2022, 09:31 PM |
| Q4 2021 | 104 | $474M | +$86.4M | -$8.79M | +$77.6M | SPY, IJR, VEU, IWB, AAPL | 13F-HR | 2/4/2022, 05:41 PM |
| Q3 2021 | 102 | $378M | +$21.5M | -$38.6M | -$17.1M | SPY, VEU, IJR, IWB, VXUS | 13F-HR | 11/12/2021, 10:11 AM |
| Q2 2021 | 94 | $403M | +$7.59M | -$35.7M | -$28.1M | SPY, IJR, VEU, IWB, VXUS | 13F-HR | 8/5/2021, 06:58 PM |
| Q1 2021 | 93 | $405M | +$36M | -$3.01M | +$33M | SPY, IJR, VEU, IWB, VXUS | 13F-HR | 4/27/2021, 09:40 AM |
| Q4 2020 | 72 | $346M | +$7.83M | -$7.38M | +$459K | SPY, IJR, VEU, IWB, VEA | 13F-HR | 2/2/2021, 06:47 PM |
| Q3 2020 | 84 | $312M | +$6.84M | -$22.7M | -$15.8M | SPY, VEU, IJR, IWB, VEA | 13F-HR | 10/27/2020, 05:09 PM |
| Q2 2020 | 84 | $334M | +$33.7M | -$16.5M | +$17.2M | SPY, VEU, IJR, IWB, ITCI | 13F-HR | 8/5/2020, 07:56 PM |
| Q1 2020 | 78 | $265M | +$19.3M | -$21M | -$1.62M | SPY, VEU, IJR, IWB, ITCI | 13F-HR | 5/4/2020, 12:57 PM |
| Q4 2019 | 76 | $351M | +$7.64M | -$3.38M | +$4.26M | SPY, IJR, VEU, IWB, RWO | 13F-HR | 2/5/2020, 03:50 PM |
| Q3 2019 | 75 | $323M | +$7.98M | -$1.84M | +$6.14M | SPY, IJR, VEU, IWB, RWO | 13F-HR | 10/30/2019, 05:06 PM |
| Q2 2019 | 77 | $316M | +$3.93M | -$4.73M | -$801K | SPY, IJR, VEU, IWB, RWO | 13F-HR | 7/30/2019, 05:12 PM |
| Q1 2019 | 77 | $311M | +$3.98M | -$2.35M | +$1.62M | SPY, IJR, VEU, IWB, RWO | 13F-HR | 5/9/2019, 07:46 PM |
| Q4 2018 | 75 | $276M | +$36.6M | -$7.43M | +$29.1M | SPY, IJR, VEU, IWB, RWO | 13F-HR | 1/31/2019, 07:27 AM |
| Q3 2018 | 77 | $293M | +$7.2M | -$10.8M | -$3.6M | SPY, IJR, IWB, RWO, VEU | 13F-HR | 10/31/2018, 04:29 PM |
| Q2 2018 | 95 | $299M | +$31.6M | -$19M | +$12.6M | SPY, IJR, IWB, RWO, VEU | 13F-HR | 8/6/2018, 08:01 PM |
| Q1 2018 | 106 | $291M | +$53.4M | -$5.09M | +$48.3M | SPY, IJR, IWB, RWO, EFA | 13F-HR | 4/23/2018, 11:55 AM |
| Q4 2017 | 91 | $254M | +$21.1M | -$1.8M | +$19.3M | SPY, IJR, IWB, RWO, ACWX | 13F-HR | 1/25/2018, 02:38 PM |
| Q3 2017 | 53 | $226M | +$1.91M | -$2.88M | -$973K | SPY, IJR, IWB, RWO, ACWX | 13F-HR | 11/14/2017, 02:43 PM |
| Q2 2017 | 54 | $217M | +$6.53M | -$27.5M | -$21M | SPY, IJR, IWB, RWO, ACWX | 13F-HR | 7/31/2017, 09:58 AM |
| Q1 2017 | 56 | $234M | +$28.8M | -$1.82M | +$27M | SPY, IJR, IWB, ACWI, RWO | 13F-HR | 5/1/2017, 06:17 PM |
| Q4 2016 | 52 | $211M | +$5.77M | -$9.51M | -$3.74M | SPY, IJR, IWB, ACWI, RWO | 13F-HR | 2/9/2017, 06:28 AM |
| Q3 2016 | 51 | $208M | +$17.1M | -$1.15M | +$15.9M | SPY, IJR, IWB, ACWI, RWO | 13F-HR | 11/8/2016, 01:56 PM |
| Q2 2016 | 49 | $188M | +$7.94M | -$5.14M | +$2.8M | SPY, IJR, IWB, RWO, POST | 13F-HR | 8/5/2016, 04:59 PM |
| Q1 2016 | 63 | $183M | +$24M | -$1.36M | +$22.6M | SPY, IWB, IJR, RWO, ACWX | 13F-HR | 5/11/2016, 09:38 AM |
| Q4 2015 | 48 | $158M | SPY, IWB, ACWX, IJR, POST | 13F-HR | 2/11/2016, 04:10 PM |