| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 483 | $2.84B | +$1.55B | -$144M | +$1.41B | VOO, IVV, VEA, SPY, GOVT | 13F-HR | 11/13/2020, 03:09 PM |
| Q2 2020 | 448 | $1.4B | +$86.6M | -$55.8M | +$30.8M | VOO, IVV, ACN, VEA, VO | 13F-HR | 8/13/2020, 09:45 PM |
| Q1 2020 | 429 | $1.15B | +$107M | -$95.7M | +$10.9M | VOO, IVV, ACN, VEA, VO | 13F-HR | 5/13/2020, 02:58 PM |
| Q4 2019 | 494 | $1.49B | +$104M | -$71.3M | +$33M | VOO, IVV, VEA, ACN, IJH | 13F-HR | 2/14/2020, 07:19 AM |
| Q3 2019 | 465 | $1.36B | +$48.3M | -$17.5M | +$30.7M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 11/13/2019, 11:02 AM |
| Q2 2019 | 457 | $1.33B | +$75.3M | -$23.9M | +$51.4M | VOO, IVV, VEA, ACN, IJR | 13F-HR | 8/12/2019, 04:54 PM |
| Q1 2019 | 2,316 | $1.32B | +$99.4M | -$28.7M | +$70.7M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 5/10/2019, 05:39 PM |
| Q4 2018 | 2,265 | $1.12B | +$135M | -$39.6M | +$95.6M | VOO, IVV, VEA, ACN, SCHF | 13F-HR | 2/14/2019, 09:50 AM |
| Q3 2018 | 2,276 | $1.21B | +$80.6M | -$22M | +$58.7M | IVV, VOO, VEA, ACN, IJR | 13F-HR | 11/13/2018, 03:35 PM |
| Q2 2018 | 2,296 | $1.1B | +$89.3M | -$31.5M | +$57.8M | IVV, VOO, VEA, ACN, IJR | 13F-HR | 8/8/2018, 02:39 PM |
| Q1 2018 | 2,319 | $1.03B | +$65.8M | -$35.6M | +$30.3M | IVV, VOO, VEA, IJR, SCHF | 13F-HR | 5/3/2018, 10:08 AM |
| Q4 2017 | 2,285 | $1.03B | +$104M | -$24.5M | +$79.8M | IVV, VOO, VEA, SCHF, IJR | 13F-HR | 2/7/2018, 12:40 PM |
| Q3 2017 | 2,108 | $917M | +$64.8M | -$18M | +$46.8M | VOO, IVV, SCHF, VEA, IWM | 13F-HR | 11/8/2017, 03:29 PM |
| Q2 2017 | 2,077 | $844M | +$143M | -$15.9M | +$127M | IVV, VOO, SCHF, IWM, VEA | 13F-HR | 8/8/2017, 05:43 PM |
| Q1 2017 | 1,793 | $703M | +$60.9M | -$41M | +$19.9M | VOO, IVV, IWM, SCHF, VEA | 13F-HR | 5/9/2017, 11:35 AM |
| Q4 2016 | 1,637 | $667M | +$40.7M | -$28.2M | +$12.4M | VOO, IVV, IWM, VEA, SCHF | 13F-HR | 2/6/2017, 01:46 PM |
| Q3 2016 | 1,646 | $640M | +$41.6M | -$15.9M | +$25.6M | IVV, VOO, IWM, SCHF, VEA | 13F-HR | 11/4/2016, 04:12 PM |
| Q2 2016 | 1,618 | $600M | +$41.7M | -$15.9M | +$25.7M | IVV, VOO, IWM, VEA, SCHF | 13F-HR | 8/12/2016, 04:08 PM |
| Q1 2016 | 1,644 | $566M | +$47.1M | -$19.8M | +$27.3M | IVV, VOO, IWM, VEA, SCHF | 13F-HR | 5/6/2016, 11:49 AM |
| Q4 2015 | 1,636 | $537M | IVV, VOO, IWM, SCHF, VEA | 13F-HR | 2/10/2016, 03:41 PM |