| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 129 | $264M | +$12.3M | -$7.23M | +$5.1M | IVV, IJR, IJH, PG, AAPL | 13F-HR | 2/7/2025, 11:10 AM |
| Q3 2024 | 139 | $259M | +$19.5M | -$5.36M | +$14.1M | IVV, IJR, IJH, PG, AAPL | 13F-HR | 11/12/2024, 10:41 AM |
| Q2 2024 | 123 | $231M | +$17.6M | -$1.8M | +$15.8M | IVV, IJR, IJH, PG, AAPL | 13F-HR | 8/9/2024, 07:46 AM |
| Q1 2024 | 114 | $212M | +$24M | -$21.7M | +$2.28M | IVV, IJR, IJH, PG, EFV | 13F-HR | 5/2/2024, 12:00 PM |
| Q4 2023 | 106 | $199M | +$5.48M | -$14.5M | -$9.04M | IVV, IJR, PG, AAPL, EFV | 13F-HR | 2/7/2024, 02:42 PM |
| Q3 2023 | 717 | $188M | +$3.02M | -$42.9M | -$39.9M | IVV, IJR, PG, AAPL, EFV | 13F-HR | 11/1/2023, 01:22 PM |
| Q2 2023 | 717 | $236M | +$32.7M | -$1.79M | +$30.9M | IVV, IJR, PG, AAPL, IWF | 13F-HR | 7/27/2023, 04:09 PM |
| Q1 2023 | 734 | $195M | +$12.4M | -$2.1M | +$10.3M | IVV, IJR, PG, AAPL, IWF | 13F-HR | 4/18/2023, 02:11 PM |
| Q4 2022 | 780 | $178M | +$14.1M | -$7.32M | +$6.8M | IVV, IJR, PG, AAPL, IWF | 13F-HR | 1/17/2023, 08:32 AM |
| Q3 2022 | 534 | $162M | +$11.8M | -$3.47M | +$8.36M | IVV, IJR, PG, AAPL, IWF | 13F-HR | 10/12/2022, 07:43 AM |
| Q2 2022 | 597 | $165M | +$21.1M | -$1.86M | +$19.2M | IVV, IJR, PG, AAPL, IWF | 13F-HR | 7/19/2022, 10:50 AM |
| Q1 2022 | 469 | $170M | +$11.8M | -$628K | +$11.2M | IVV, IJR, PG, IWF, AAPL | 13F-HR | 5/10/2022, 02:32 PM |
| Q4 2021 | 474 | $168M | +$18.1M | -$4.15M | +$13.9M | IVV, IJR, PG, IWF, AAPL | 13F-HR | 2/9/2022, 08:22 AM |
| Q2 2021 | 448 | $138M | +$14.9M | -$1.27M | +$13.6M | IVV, IJR, PG, IWF, IWD | 13F-HR | 8/5/2021, 03:00 PM |
| Q1 2021 | 396 | $117M | +$7.97M | -$19.4M | -$11.4M | IVV, IJR, PG, IWF, IWD | 13F-HR | 5/14/2021, 09:56 AM |
| Q4 2020 | 379 | $121M | +$8.78M | -$1.36M | +$7.42M | IVV, IJR, USRT, PG, IWF | 13F-HR | 2/5/2021, 08:40 AM |
| Q3 2020 | 322 | $100M | +$8.6M | -$4.78M | +$3.82M | IVV, IJR, USRT, PG, IWF | 13F-HR | 11/4/2020, 09:51 AM |
| Q2 2020 | 294 | $91.1M | +$7.63M | -$1.96M | +$5.67M | IVV, IJR, USRT, PG, IWF | 13F-HR | 8/11/2020, 11:12 AM |
| Q1 2020 | 220 | $73M | +$8.42M | -$5.56M | +$2.86M | IVV, IJR, USRT, PG, IWF | 13F-HR | 5/5/2020, 12:15 PM |
| Q4 2019 | 33 | $90.1M | +$2.68M | -$1.04M | +$1.64M | IVV, IJR, USRT, PG, IWD | 13F-HR | 2/5/2020, 08:56 AM |
| Q3 2019 | 236 | $89.8M | +$1.87M | -$601K | +$1.27M | IVV, IJR, USRT, IWD, PG | 13F-HR | 10/21/2019, 11:30 AM |
| Q2 2019 | 272 | $87.7M | +$51.8M | -$60.2M | -$8.37M | IVV, IJR, USRT, IWD, IWF | 13F-HR | 7/24/2019, 10:31 AM |
| Q1 2019 | 220 | $94.3M | +$5.81M | -$2.59M | +$3.23M | IWD, IWF, IDV, VEU, SCHZ | 13F-HR | 4/18/2019, 09:58 AM |
| Q4 2018 | 201 | $85.6M | +$3.42M | -$16.7M | -$13.2M | IWD, IDV, IWF, VEU, SCHZ | 13F-HR | 1/22/2019, 09:23 AM |
| Q3 2018 | 201 | $102M | +$2.67M | -$1.04M | +$1.63M | IWD, IDV, IWF, VEU, SCHZ | 13F-HR | 10/22/2018, 11:22 AM |
| Q2 2018 | 202 | $105M | +$10.6M | -$16.7M | -$6.1M | IWD, IDV, IWF, VEU, VO | 13F-HR | 7/23/2018, 09:40 AM |
| Q1 2018 | 195 | $114M | +$7.36M | -$520K | +$6.84M | IWD, IDV, IWF, VEU, MBB | 13F-HR | 4/16/2018, 11:16 AM |
| Q4 2017 | 189 | $111M | +$5.57M | -$160K | +$5.41M | IWD, IDV, IWF, VEU, MBB | 13F-HR | 1/16/2018, 01:33 PM |
| Q3 2017 | 178 | $102M | +$13.7M | -$8.38M | +$5.31M | IWD, IDV, IWF, VEU, MBB | 13F-HR | 10/13/2017, 03:23 PM |
| Q2 2017 | 167 | $93.8M | +$5.25M | -$98.7K | +$5.15M | IWD, IDV, IWF, VNQ, VEU | 13F-HR | 7/13/2017, 10:42 AM |
| Q1 2017 | 171 | $86.6M | +$16.5M | -$12M | +$4.47M | IWD, IDV, VNQ, IWF, VEU | 13F-HR | 4/17/2017, 01:50 PM |
| Q4 2016 | 28 | $81M | +$8.85M | -$44.9K | +$8.81M | IWD, IDV, IWF, BSV, VNQ | 13F-HR | 2/7/2017, 11:30 AM |
| Q3 2016 | 146 | $73M | +$10.5M | -$27.3K | +$10.5M | IWD, IDV, BSV, IWF, VNQ | 13F-HR | 10/20/2016, 09:39 AM |
| Q2 2016 | 28 | $61.5M | +$17.1M | -$3.96M | +$13.2M | IWD, IDV, IWF, VNQ, BSV | 13F-HR | 8/9/2016, 03:03 PM |
| Q1 2016 | 27 | $47.9M | IWD, IWF, VEU, IDV, MBB | Restatement | 4/28/2016, 01:27 PM |