| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 1,609 | $6.91B | +$648M | -$492M | +$156M | VUG, VTV, IWF, AAPL, VBR | 13F-HR | 1/27/2025, 12:24 PM |
| Q3 2024 | 1,628 | $6.78B | +$639M | -$93.1M | +$545M | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 11/7/2024, 10:25 AM |
| Q2 2024 | 1,516 | $5.93B | +$2.09B | -$15.5M | +$2.08B | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 8/6/2024, 05:52 PM |
| Q1 2024 | 664 | $3.89B | +$161M | -$200M | -$38.8M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 5/2/2024, 07:15 AM |
| Q4 2023 | 623 | $3.69B | +$629M | -$54.1M | +$575M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 2/5/2024, 10:39 AM |
| Q3 2023 | 488 | $2.83B | +$97.1M | -$79M | +$18.1M | VUG, VTV, VBR, IWF, VWO | 13F-HR | 11/8/2023, 02:32 PM |
| Q2 2023 | 469 | $2.93B | +$53.4M | -$83.9M | -$30.4M | VUG, VTV, VBR, IWF, VBK | 13F-HR | 8/4/2023, 02:28 PM |
| Q1 2023 | 478 | $2.83B | +$779M | -$69.4M | +$710M | VTV, VUG, VBR, VWO, IWF | 13F-HR | 5/15/2023, 04:34 PM |
| Q4 2022 | 236 | $2.02B | +$158M | -$9.61M | +$148M | VTV, VUG, VBR, VWO, IWF | 13F-HR | 2/13/2023, 10:36 AM |
| Q3 2022 | 210 | $1.73B | +$89M | -$35M | +$53.9M | VUG, VTV, VBR, VWO, VBK | 13F-HR | 10/21/2022, 08:45 AM |
| Q2 2022 | 215 | $1.78B | +$179M | -$36.2M | +$143M | VUG, VTV, VBR, VWO, VBK | 13F-HR | 8/11/2022, 12:27 PM |
| Q1 2022 | 236 | $1.97B | +$70M | -$33.6M | +$36.4M | VUG, VTV, VBR, VBK, VWO | 13F-HR | 5/2/2022, 02:30 PM |
| Q4 2021 | 232 | $2.05B | +$66.9M | -$18.1M | +$48.8M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 2/8/2022, 12:05 PM |
| Q3 2021 | 221 | $1.87B | +$74.3M | -$27.4M | +$46.9M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 11/8/2021, 05:23 PM |
| Q2 2021 | 220 | $1.85B | +$189M | -$14.8M | +$174M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 8/13/2021, 02:43 PM |
| Q1 2021 | 202 | $1.57B | +$96.6M | -$27.9M | +$68.7M | VUG, VTV, VBR, VBK, IWF | 13F-HR | 4/29/2021, 10:28 AM |
| Q4 2020 | 202 | $1.41B | +$107M | -$53.9M | +$53.4M | VUG, VTV, VBK, VBR, IWF | 13F-HR | 2/4/2021, 03:43 PM |
| Q3 2020 | 181 | $1.2B | +$122M | -$19.5M | +$102M | VUG, VTV, IWF, VBK, VBR | 13F-HR | 11/3/2020, 03:27 PM |
| Q2 2020 | 183 | $1.03B | +$106M | -$20.4M | +$85.9M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 8/14/2020, 08:27 AM |
| Q1 2020 | 178 | $813M | +$68.8M | -$18.2M | +$50.6M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 5/15/2020, 02:26 PM |
| Q4 2019 | 196 | $1.01B | +$94M | -$12.8M | +$81.3M | VUG, IWF, VTV, VBK, AMLPXXXX | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2019 | 187 | $865M | +$30.8M | -$19.6M | +$11.1M | VUG, IWF, VTV, VBK, AMLPXXXX | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2019 | 198 | $857M | +$33.5M | -$12.4M | +$21.2M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2019 | 196 | $817M | +$47.4M | -$22.7M | +$24.8M | VUG, IWF, VTV, VBK, IWD | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2018 | 189 | $699M | +$93.3M | -$34.7M | +$58.6M | VUG, IWF, VTV, IWD, VEA | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2018 | 218 | $764M | +$30.2M | -$44.4M | -$14.2M | VUG, IWF, IWD, VBK, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2018 | 233 | $746M | +$9.18M | -$100M | -$91.1M | VUG, IWF, IWD, VBK, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2018 | 275 | $838M | +$68.6M | -$40.5M | +$28.1M | VUG, IWF, IWD, VEA, IWB | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2017 | 286 | $827M | +$43.3M | -$12.2M | +$31.1M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2017 | 267 | $762M | +$47.8M | -$16.1M | +$31.7M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2017 | 259 | $710M | +$37.2M | -$223M | -$185M | IWF, VUG, IWD, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2017 | 256 | $666M | +$60.5M | -$26.4M | +$34.1M | IWF, IWD, VUG, IWB, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2016 | 237 | $606M | +$76.6M | -$28.8M | +$47.8M | IWF, IWD, IWB, VUG, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2016 | 231 | $573M | +$53.8M | -$15M | +$38.8M | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2016 | 214 | $520M | +$32.2M | -$10.2M | +$22.1M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2016 | 201 | $496M | +$77.6M | -$4.55M | +$73M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2015 | 160 | $424M | +$33.5M | -$5.51M | +$28M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2015 | 152 | $382M | +$22.7M | -$4.7M | +$18M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2015 | 151 | $401M | +$20M | -$2.4M | +$17.6M | IWF, IWD, IWB, IWO, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2015 | 149 | $392M | +$20.7M | -$92.2M | -$71.4M | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 6/4/2020, 05:20 PM |
| Q4 2014 | 145 | $372M | +$26M | -$5.25M | +$20.7M | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q3 2014 | 148 | $341M | +$5.37M | -$7.72M | -$2.36M | IWF, IWB, IWD, SPY, EFA | 13F-HR | 6/4/2020, 05:20 PM |
| Q2 2014 | 144 | $353M | +$13.5M | -$9.61M | +$3.9M | IWF, IWB, IWD, EFA, SPY | 13F-HR | 6/4/2020, 05:20 PM |
| Q1 2014 | 138 | $339M | IWF, IWB, IWD, EFA, SPY | 13F-HR | 6/4/2020, 05:20 PM |