| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 121 | $320M | +$11.8M | -$4.15M | +$7.67M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 2/12/2025, 08:27 PM |
| Q3 2024 | 118 | $321M | +$15.6M | -$5.01M | +$10.6M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 10/7/2024, 05:29 PM |
| Q2 2024 | 116 | $291M | +$8.69M | -$3.38M | +$5.31M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 7/12/2024, 02:09 PM |
| Q1 2024 | 115 | $283M | +$6.48M | -$3.42M | +$3.06M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 4/15/2024, 09:00 PM |
| Q4 2023 | 111 | $264M | +$12.7M | -$1.45M | +$11.2M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 1/8/2024, 09:51 PM |
| Q3 2023 | 105 | $230M | +$7.47M | -$632K | +$6.83M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 10/10/2023, 09:04 PM |
| Q2 2023 | 108 | $234M | +$7.45M | -$350K | +$7.1M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 7/11/2023, 09:12 PM |
| Q1 2023 | 102 | $216M | +$15.8M | -$346K | +$15.4M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 4/11/2023, 03:23 PM |
| Q4 2022 | 96 | $192M | +$9.26M | -$2.22M | +$7.04M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 1/18/2023, 04:40 PM |
| Q3 2022 | 94 | $171M | +$11.1M | -$2.02M | +$9.03M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 10/13/2022, 07:02 AM |
| Q2 2022 | 92 | $174M | +$35.4M | -$167K | +$35.2M | VV, DFUS, VEA, VB, DFAS | 13F-HR | 7/8/2022, 06:04 PM |
| Q1 2022 | 96 | $163M | VV, VEA, VB, VUG, VNQ | 13F-HR | 4/12/2022, 07:52 PM | |||
| Q4 2021 | 49 | $65.2M | $0 | $0 | VB, VEA, VWOB, VTI, VCIT | 13F-HR | 2/1/2022, 08:25 PM | |
| Q3 2021 | 94 | $168M | +$19.2M | -$1.87M | +$17.3M | VV, DFUS, VB, VEA, VUG | 13F-HR | 10/7/2021, 06:51 PM |
| Q2 2021 | 98 | $152M | +$7.4M | -$3.3M | +$4.11M | VV, VB, VEA, VUG, VNQ | 13F-HR | 7/21/2021, 08:06 PM |
| Q1 2021 | 96 | $139M | +$7.39M | -$2.07M | +$5.32M | VV, VB, VEA, VUG, VNQ | 13F-HR | 4/20/2021, 03:25 PM |
| Q4 2020 | 93 | $127M | +$8.18M | -$1.62M | +$6.56M | VV, VB, VEA, VUG, VNQ | 13F-HR | 1/19/2021, 08:31 AM |
| Q3 2020 | 88 | $109M | +$5.26M | -$1.93M | +$3.33M | VV, VB, VEA, VUG, VNQ | 13F-HR | 10/27/2020, 05:17 PM |
| Q2 2020 | 88 | $103M | +$13.2M | -$12.5M | +$629K | VV, VB, VEA, VUG, VNQ | 13F-HR | 7/15/2020, 09:49 AM |
| Q1 2020 | 90 | $93.4M | +$9.27M | -$1.45M | +$7.83M | VV, VB, VUG, VNQ, VEA | 13F-HR | 4/16/2020, 04:41 PM |
| Q4 2019 | 96 | $102M | +$3.44M | -$2.12M | +$1.32M | VV, VUG, VB, VNQ, SCHX | 13F-HR | 1/16/2020, 05:40 PM |
| Q3 2019 | 94 | $94.1M | +$7.97M | -$6.75M | +$1.23M | VV, VUG, VNQ, VB, SCHX | 13F-HR | 10/16/2019, 02:50 PM |
| Q2 2019 | 94 | $95.2M | +$2.15M | -$688K | +$1.46M | VV, VUG, VB, SCHX, VNQ | 13F-HR | 7/18/2019, 04:45 PM |
| Q1 2019 | 95 | $92.8M | +$3.36M | -$1.33M | +$2.02M | VV, VUG, VB, SCHX, VNQ | 13F-HR | 5/2/2019, 05:48 PM |
| Q4 2018 | 87 | $81.8M | VV, VUG, VB, SCHX, VNQ | 13F-HR | 2/1/2019, 06:54 AM |