| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 1,040 | $1.14B | +$63.5M | -$53.4M | +$10.2M | SPY, HCA, EFA, NEAR, VTV | 13F-HR | 2/13/2023, 03:39 PM |
| Q3 2022 | 993 | $1.05B | +$87.8M | -$55.5M | +$32.3M | SPY, NEAR, EFA, HCA, VTV | 13F-HR | 11/3/2022, 10:39 AM |
| Q2 2022 | 979 | $1.08B | +$172M | -$52.8M | +$119M | SPY, NEAR, EFA, HCA, VTV | 13F-HR | 7/26/2022, 12:59 PM |
| Q1 2022 | 990 | $1.16B | +$322M | -$8.92M | +$313M | SPY, HCA, EFA, NEAR, VTV | 13F-HR | 5/9/2022, 10:39 AM |
| Q4 2021 | 908 | $885M | +$18.2M | -$213M | -$195M | SPY, HCA, EFA, NEAR, VTV | 13F-HR | 2/9/2022, 03:25 PM |
| Q3 2021 | 988 | $1.01B | +$82.3M | -$19.6M | +$62.8M | SPY, HCA, EFA, NEAR, VTV | 13F-HR | 11/8/2021, 10:58 AM |
| Q2 2021 | 1,019 | $949M | +$51.8M | -$20.8M | +$31M | SPY, HCA, EFA, VTV, VO | 13F-HR | 8/2/2021, 11:56 AM |
| Q1 2021 | 887 | $863M | +$80M | -$47.6M | +$32.4M | SPY, HCA, VTV, EFA, VB | 13F-HR | 4/30/2021, 10:59 AM |
| Q4 2020 | 868 | $783M | +$90M | -$31.7M | +$58.3M | SPY, HCA, VTV, EFA, AAPL | 13F-HR | 2/4/2021, 02:58 PM |
| Q3 2020 | 798 | $658M | +$140M | -$51.5M | +$88.6M | SPY, HCA, IVV, EFA, AAPL | 13F-HR | 11/2/2020, 02:30 PM |
| Q2 2020 | 833 | $578M | +$118M | -$54.9M | +$63M | SPY, HCA, IVV, USMV, AAPL | 13F-HR | 7/28/2020, 05:45 PM |
| Q1 2020 | 829 | $444M | +$50.4M | -$14.6M | +$35.8M | SPY, HCA, USMV, IVV, AAPL | 13F-HR | 5/7/2020, 12:29 PM |
| Q4 2019 | 849 | $528M | +$37.3M | -$9.74M | +$27.6M | HCA, SPY, USMV, IVV, AAPL | 13F-HR | 1/30/2020, 04:03 PM |
| Q3 2019 | 905 | $466M | +$37M | -$12.7M | +$24.3M | HCA, SPY, USMV, IVV, PWV | 13F-HR | 10/30/2019, 04:12 PM |
| Q2 2019 | 876 | $447M | +$85.6M | -$10.8M | +$74.8M | HCA, SPY, USMV, IVV, PWV | 13F-HR | 7/25/2019, 09:59 AM |
| Q1 2019 | 805 | $361M | +$169M | -$5.3M | +$163M | HCA, SPY, PWV, USMV, IVV | 13F-HR | 5/7/2019, 12:38 PM |
| Q4 2018 | 424 | $180M | +$21.6M | -$22.1M | -$587K | HCA, PWV, USMV, SPY, PWB | 13F-HR | 2/5/2019, 09:11 AM |
| Q3 2018 | 800 | $319M | +$21.6M | -$9.33M | +$12.3M | HCA, PWV, SPY, SPY, IVV | 13F-HR | 11/9/2018, 10:45 AM |
| Q2 2018 | 890 | $282M | +$52M | -$5.38M | +$46.6M | HCA, PWV, SPY, SPY, IVV | 13F-HR | 7/30/2018, 11:47 AM |
| Q1 2018 | 670 | $264M | +$18.1M | -$7.52M | +$10.6M | HCA, PWVXXXX, SPY, USMV, SPY | 13F-HR | 5/4/2018, 03:40 PM |
| Q4 2017 | 644 | $256M | HCA, PWVXXXX, SPY, USMV, SDY | 13F-HR | 2/9/2018, 12:32 PM |