| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 862 | $1.59B | +$268M | -$43.9M | +$224M | IWS, IVV, VTI, IWP, VWO | 13F-HR | 2/11/2025, 04:20 PM |
| Q3 2024 | 872 | $1.37B | +$209M | -$171M | +$37.3M | IWS, IVV, VTI, IWP, AGG | 13F-HR | 11/6/2024, 11:34 AM |
| Q2 2024 | 924 | $1.25B | +$79M | -$163M | -$84.1M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 8/8/2024, 10:16 AM |
| Q1 2024 | 899 | $1.36B | +$83.9M | -$253M | -$170M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 5/14/2024, 04:36 PM |
| Q4 2023 | 907 | $1.45B | +$238M | -$51.2M | +$187M | VTI, IWS, IWP, MUB, AGG | 13F-HR | 2/12/2024, 11:13 AM |
| Q3 2023 | 924 | $1.14B | +$55.3M | -$42.4M | +$12.8M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 11/7/2023, 10:48 AM |
| Q2 2023 | 897 | $1.18B | +$45.4M | -$78.4M | -$33M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 7/28/2023, 01:22 PM |
| Q1 2023 | 903 | $1.16B | +$138M | -$296M | -$159M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 5/10/2023, 01:53 PM |
| Q4 2022 | 1,061 | $1.27B | +$282M | -$40.3M | +$241M | VTI, IWS, IWP, AGG, VEU | 13F-HR | 2/10/2023, 11:42 AM |
| Q3 2022 | 894 | $954M | +$60.4M | -$33M | +$27.4M | VTI, IWS, IWP, AGG, IJH | 13F-HR | 11/8/2022, 03:52 PM |
| Q2 2022 | 1,011 | $998M | +$123M | -$65.9M | +$56.8M | VTI, IWS, AGG, IWP, IJH | 13F-HR | 8/5/2022, 03:54 PM |
| Q1 2022 | 1,089 | $1.12B | +$216M | -$159M | +$56.8M | VTI, IWS, IWP, AGG, VIG | 13F-HR | 5/13/2022, 10:37 AM |
| Q4 2021 | 962 | $1.13B | +$121M | -$30.5M | +$90.7M | VTI, VEU, IWS, IWP, VIG | 13F-HR | 2/11/2022, 09:37 AM |
| Q3 2021 | 992 | $978M | +$89.6M | -$101M | -$11.2M | VTI, VEU, IWS, IWP, VIG | 13F-HR | 11/10/2021, 11:19 AM |
| Q2 2021 | 961 | $1B | +$86.4M | -$25.2M | +$61.2M | VTI, VIG, VEU, IWS, IWP | 13F-HR | 8/11/2021, 11:07 AM |
| Q1 2021 | 931 | $886M | +$89.7M | -$40.1M | +$49.7M | VTI, VIG, VEU, IWS, AGG | 13F-HR | 5/13/2021, 10:16 AM |
| Q4 2020 | 900 | $794M | +$105M | -$75.8M | +$28.7M | VTI, VIG, VEU, AGG, IWS | 13F-HR | 2/12/2021, 10:24 AM |
| Q3 2020 | 968 | $703M | +$23.4M | -$45.3M | -$22M | VTI, VIG, VEU, IWP, IWS | 13F-HR | 11/13/2020, 02:38 PM |
| Q2 2020 | 874 | $688M | +$48.4M | -$33.8M | +$14.6M | VTI, VIG, VEU, IWP, IWS | 13F-HR | 8/13/2020, 11:54 AM |
| Q1 2020 | 849 | $570M | +$63.7M | -$21.8M | +$41.9M | VIG, VTI, VEU, AGG, IWP | 13F-HR | 5/15/2020, 10:41 AM |
| Q4 2019 | 923 | $692M | +$25.6M | -$57.3M | -$31.7M | VIG, VTI, VEU, BSM, IWS | 13F-HR | 2/14/2020, 09:55 AM |
| Q3 2019 | 927 | $697M | +$41.1M | -$23.9M | +$17.2M | VIG, VTI, BSM, VEU, IWS | 13F-HR | 11/13/2019, 03:14 PM |
| Q2 2019 | 866 | $683M | +$91.2M | -$32.6M | +$58.6M | VIG, BSM, VTI, VEU, IWS | 13F-HR | 7/9/2019, 05:26 PM |
| Q1 2019 | 898 | $619M | +$494M | -$28.4M | +$466M | VIG, VTI, VEU, BSM, IWS | 13F-HR | 5/10/2019, 02:47 PM |
| Q4 2018 | 444 | $137M | BSM, AMLPXXXX, JNKXXXX, VZ, XOM | 13F-HR | 2/13/2019, 12:59 PM | |||
| Q2 2018 | 13F-NT | 8/9/2018, 03:45 PM | ||||||
| Q1 2018 | 13F-NT | 5/3/2018, 04:53 PM | ||||||
| Q4 2017 | 13F-NT | 2/13/2018, 05:09 PM | ||||||
| Q3 2017 | 13F-NT | 11/14/2017, 04:10 PM | ||||||
| Q2 2017 | 13F-NT | 8/14/2017, 12:10 PM | ||||||
| Q1 2017 | 13F-NT | 5/15/2017, 10:29 AM | ||||||
| Q4 2016 | 13F-NT | 2/14/2017, 12:21 PM | ||||||
| Q2 2016 | 13F-NT | 8/15/2016, 09:03 AM | ||||||
| Q1 2016 | 13F-NT | 5/16/2016, 10:27 AM | ||||||
| Q4 2015 | 13F-NT | 2/16/2016, 01:30 PM |