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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 117 | $531M | +$11M | -$8.24M | +$2.73M | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 10/14/2025, 01:49 PM |
| Q2 2025 | 111 | $501M | +$19.2M | -$27.2M | -$8.01M | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 7/14/2025, 04:22 PM |
| Q1 2025 | 107 | $464M | +$57.4M | -$12.3M | +$45.2M | IJH, FNDX, VTI, DFAC, VCSH | 13F-HR | 4/15/2025, 02:11 PM |
| Q4 2024 | 108 | $434M | +$41.1M | -$16.9M | +$24.2M | IJH, FNDX, VTI, VEU, VTIP | 13F-HR | 1/16/2025, 03:31 PM |
| Q3 2024 | 109 | $441M | +$8.22M | -$5.7M | +$2.52M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 10/15/2024, 03:20 PM |
| Q2 2024 | 108 | $417M | +$32M | -$2.27M | +$29.7M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 7/24/2024, 05:09 PM |
| Q1 2024 | 93 | $387M | +$91.9M | -$4.97M | +$86.9M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 4/18/2024, 04:42 PM |
| Q4 2023 | 84 | $337M | +$7.52M | -$2.24M | +$5.28M | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 1/23/2024, 01:32 PM |
| Q3 2023 | 80 | $306M | +$55.4M | -$5.72M | +$49.7M | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 10/17/2023, 11:11 AM |
| Q2 2023 | 70 | $266M | +$4.43M | -$4.46M | -$34.1K | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 7/27/2023, 01:07 PM |
| Q1 2023 | 67 | $256M | +$14.7M | -$4.94M | +$9.75M | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 4/20/2023, 04:27 PM |
| Q4 2022 | 67 | $236M | +$30.8M | -$10.2M | +$20.5M | IJH, VEU, FNDX, VTEB, USMV | 13F-HR | 1/27/2023, 09:56 AM |
| Q3 2022 | 59 | $213M | +$3.58M | -$3.11M | +$470K | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 10/31/2022, 04:05 PM |
| Q2 2022 | 66 | $229M | +$10.9M | -$8.53M | +$2.32M | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 7/25/2022, 12:29 PM |
| Q1 2022 | 69 | $263M | +$9.6M | -$4.75M | +$4.85M | IJH, VEU, VTEB, FNDX, USMV | 13F-HR | 4/18/2022, 09:39 PM |
| Q4 2021 | 73 | $273M | +$24.6M | -$2.14M | +$22.5M | IJH, VEU, VTEB, FNDX, VTI | 13F-HR | 2/1/2022, 11:49 AM |
| Q3 2021 | 70 | $238M | +$13.3M | -$2.85M | +$10.4M | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 10/25/2021, 12:11 PM |
| Q2 2021 | 70 | $231M | +$15M | -$43.3M | -$28.4M | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 7/26/2021, 08:27 PM |
| Q1 2021 | 65 | $249M | +$22.2M | -$4.41M | +$17.7M | IJH, VCSH, VTEB, VEU, FNDX | 13F-HR | 5/6/2021, 11:12 AM |
| Q4 2020 | 64 | $220M | +$39.2M | -$1.44M | +$37.7M | IJH, VCSH, VTEB, VEU, VUG | 13F-HR | 1/21/2021, 07:48 PM |
| Q3 2020 | 56 | $160M | +$9.9M | -$3.02M | +$6.88M | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 10/16/2020, 11:51 AM |
| Q2 2020 | 69 | $154M | +$13.2M | -$6.49M | +$6.67M | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 7/21/2020, 01:14 PM |
| Q1 2020 | 65 | $129M | +$17.1M | -$2.3M | +$14.8M | IJH, VTEB, VUG, VEU, VT | 13F-HR | 4/28/2020, 04:24 PM |
| Q4 2019 | 82 | $166M | +$11.2M | -$2.91M | +$8.25M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 1/7/2020, 02:15 PM |
| Q3 2019 | 79 | $150M | +$4.05M | -$1.42M | +$2.63M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10/17/2019, 12:10 PM |
| Q2 2019 | 77 | $149M | +$9.46M | -$1.58M | +$7.89M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 7/10/2019, 02:39 PM |
| Q1 2019 | 70 | $138M | +$6.35M | -$893K | +$5.46M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 4/10/2019, 03:00 PM |
| Q4 2018 | 64 | $121M | +$14.3M | -$9.72M | +$4.61M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 1/17/2019, 03:56 PM |
| Q3 2018 | 68 | $137M | +$4.38M | -$2.08M | +$2.3M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10/23/2018, 12:37 PM |
| Q2 2018 | 63 | $132M | +$5.42M | -$651K | +$4.77M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 7/17/2018, 11:48 AM |
| Q1 2018 | 61 | $128M | +$4.65M | -$5.58M | -$935K | IJH, VTEB, VSS, VT, IJR | 13F-HR | 4/25/2018, 02:00 PM |
| Q4 2017 | 63 | $131M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 2/14/2018, 02:59 PM |