| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 112 | $556M | +$54.5M | -$39.1M | +$15.4M | IVV, AGG, IWF, VB, PYLD | 13F-HR | 4/15/2025, 01:41 PM |
| Q4 2024 | 112 | $559M | +$66.4M | -$35M | +$31.4M | IVV, VB, IWF, AGG, VEA | 13F-HR | 1/13/2025, 04:45 PM |
| Q3 2024 | 109 | $529M | +$10.5M | -$9.81M | +$729K | IVV, VB, AGG, IWF, VEA | 13F-HR | 10/17/2024, 02:28 PM |
| Q2 2024 | 117 | $497M | +$16.8M | -$2.97M | +$13.8M | IVV, VB, AGG, IWF, VEA | 13F-HR | 7/11/2024, 04:12 PM |
| Q1 2024 | 105 | $476M | +$16M | -$1.75M | +$14.3M | IVV, VB, AGG, IWF, VEA | 13F-HR | 4/9/2024, 04:59 PM |
| Q4 2023 | 97 | $432M | +$12.8M | -$6.71M | +$6.06M | IVV, VB, AGG, IWF, VEA | 13F-HR | 2/1/2024, 05:06 PM |
| Q3 2023 | 96 | $385M | +$9.97M | -$2.56M | +$7.41M | IVV, VB, AGG, IWF, VEA | 13F-HR | 10/17/2023, 04:47 PM |
| Q2 2023 | 95 | $396M | +$9.9M | -$1.08M | +$8.82M | IVV, VB, AGG, IWF, VEA | 13F-HR | 7/31/2023, 04:39 PM |
| Q1 2023 | 89 | $365M | +$13.1M | -$2.73M | +$10.4M | IVV, VB, AGG, IWF, USRT | 13F-HR | 4/18/2023, 11:39 AM |
| Q4 2022 | 86 | $338M | +$13.3M | -$10.5M | +$2.74M | IVV, VB, AGG, IWF, USRT | 13F-HR | 1/11/2023, 08:01 AM |
| Q3 2022 | 80 | $315M | +$14.8M | -$3.84M | +$10.9M | IVV, VB, AGG, USRT, IWF | 13F-HR | 10/17/2022, 10:13 AM |
| Q2 2022 | 82 | $326M | +$33.5M | -$5.3M | +$28.2M | IVV, VB, AGG, USRT, IWF | 13F-HR | 7/5/2022, 11:19 AM |
| Q1 2022 | 86 | $353M | +$14.4M | -$3.33M | +$11M | IVV, VB, USRT, AGG, IWF | 13F-HR | 4/13/2022, 11:00 AM |
| Q4 2021 | 90 | $361M | +$14.9M | -$2.14M | +$12.8M | IVV, USRT, VB, AGG, IWF | 13F-HR | 1/4/2022, 07:50 AM |
| Q3 2021 | 72 | $320M | +$21.7M | -$3.88M | +$17.8M | IVV, VB, USRT, AGG, IWF | 13F-HR | 10/20/2021, 09:51 AM |
| Q2 2021 | 69 | $305M | +$16.7M | -$15.1M | +$1.56M | IVV, VB, USRT, AGG, IWF | 13F-HR | 7/7/2021, 02:01 PM |
| Q1 2021 | 67 | $285M | +$20.4M | -$21M | -$619K | IVV, VB, AGG, USRT, IWF | 13F-HR | 4/6/2021, 10:35 AM |
| Q4 2020 | 65 | $271M | +$26.6M | -$18.9M | +$7.71M | IVV, AGG, VB, IWF, USRT | 13F-HR | 1/13/2021, 11:13 AM |
| Q3 2020 | 61 | $235M | +$38.1M | -$10.6M | +$27.5M | IVV, AGG, IWF, VB, IJR | 13F-HR | 10/7/2020, 01:43 PM |
| Q2 2020 | 57 | $200M | +$15.4M | -$3.94M | +$11.4M | IVV, AGG, IWF, VO, VB | 13F-HR | 7/2/2020, 10:00 AM |
| Q1 2020 | 52 | $159M | +$4.85M | -$1.5M | +$3.36M | IVV, AGG, IWF, VO, IWD | 13F-HR | 4/1/2020, 12:44 PM |
| Q4 2019 | 61 | $193M | +$7.03M | -$2.5M | +$4.53M | IVV, AGG, IWF, VO, IWD | 13F-HR | 1/7/2020, 01:01 PM |
| Q3 2019 | 54 | $177M | +$7.49M | -$3.18M | +$4.32M | IVV, AGG, IWF, VO, IWD | 13F-HR | 10/9/2019, 11:39 AM |
| Q2 2019 | 53 | $171M | +$14.1M | -$1.74M | +$12.4M | IVV, AGG, IWF, VO, IWD | 13F-HR | 7/5/2019, 12:39 PM |
| Q1 2019 | 53 | $156M | +$33.5M | -$16M | +$17.5M | IVV, AGG, IWF, VO, IWD | 13F-HR | 4/4/2019, 12:42 PM |
| Q4 2018 | 50 | $129M | +$9.57M | -$1.49M | +$8.08M | AGG, IWF, SDY, IVV, VO | 13F-HR | 1/2/2019, 02:57 PM |
| Q3 2018 | 51 | $135M | +$10.8M | -$1.35M | +$9.4M | AGG, IWF, SDY, VB, VO | 13F-HR | 10/4/2018, 12:25 PM |
| Q2 2018 | 48 | $126M | +$7.84M | -$910K | +$6.93M | AGG, IWF, SDY, VB, VO | 13F-HR | 7/17/2018, 03:54 PM |
| Q1 2018 | 47 | $121M | +$4.04M | -$659K | +$3.38M | AGG, IWF, SDY, VO, VB | 13F-HR | 4/4/2018, 12:44 PM |
| Q4 2017 | 45 | $120M | AGG, IWF, SDY, VO, VB | 13F-HR | 2/14/2018, 01:16 PM |