| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 636 | $2.85B | +$431M | -$103M | +$328M | VTI, VEU, VUG, AAPL, VTV | 13F-HR | 2/12/2025, 02:52 PM |
| Q3 2024 | 539 | $2.55B | +$314M | -$63.1M | +$250M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 11/12/2024, 11:36 AM |
| Q2 2024 | 487 | $2.19B | +$613M | -$39.3M | +$573M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 7/31/2024, 03:52 PM |
| Q1 2024 | 380 | $1.69B | +$103M | -$74.5M | +$28.9M | VTI, VEU, CMG, VUG, VTV | 13F-HR | 4/24/2024, 12:25 PM |
| Q4 2023 | 351 | $1.53B | +$87.1M | -$62.2M | +$24.9M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 2/5/2024, 05:44 PM |
| Q3 2023 | 346 | $1.35B | +$80.9M | -$37.9M | +$43M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 11/7/2023, 02:28 PM |
| Q2 2023 | 319 | $1.37B | +$197M | -$44.5M | +$152M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 8/11/2023, 05:00 PM |
| Q1 2023 | 256 | $1.14B | +$21.2M | -$11.1M | +$10.1M | VTI, VEU, VUG, CMG, VTV | 13F-HR | 5/3/2023, 01:06 PM |
| Q4 2022 | 248 | $1.06B | +$40M | -$99.1M | -$59.1M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 2/7/2023, 10:30 AM |
| Q3 2022 | 253 | $1.06B | +$63.8M | -$9.3M | +$54.5M | VTI, VEU, VUG, SPY, CMG | 13F-HR | 11/15/2022, 08:41 AM |
| Q2 2022 | 231 | $1.07B | +$40.3M | -$23M | +$17.4M | VTI, VEU, VUG, VTV, SPY | 13F-HR | 8/12/2022, 10:39 AM |
| Q1 2022 | 244 | $1.28B | +$75.7M | -$33.2M | +$42.4M | VTI, VEU, VUG, VTV, VOO | 13F-HR | 5/10/2022, 11:47 AM |
| Q4 2021 | 243 | $1.31B | +$80.9M | -$11.4M | +$69.5M | VTI, VEU, VUG, VOO, VTV | 13F-HR | 2/7/2022, 02:47 PM |
| Q3 2021 | 221 | $1.17B | +$167M | -$2.62M | +$164M | VTI, VEU, VUG, VOO, VTV | 13F-HR | 11/8/2021, 01:46 PM |
| Q2 2021 | 167 | $1.01B | +$222M | -$20.8M | +$201M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 8/6/2021, 10:34 AM |
| Q1 2021 | 56 | $758M | +$9.61M | -$5.69M | +$3.92M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 5/3/2021, 01:16 PM |
| Q4 2020 | 52 | $711M | +$30.7M | -$13.3M | +$17.4M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 2/9/2021, 01:19 PM |
| Q3 2020 | 34 | $605M | +$4.89M | -$7.13M | -$2.24M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 10/22/2020, 11:21 AM |
| Q2 2020 | 35 | $565M | +$58.1M | -$29.7M | +$28.4M | VTI, VEU, VUG, VTV, VBR | 13F-HR | 8/12/2020, 11:50 AM |
| Q1 2020 | 43 | $455M | +$7.66M | -$1.06M | +$6.6M | VTI, VEU, VOE, VTV, VBR | 13F-HR | 5/4/2020, 11:30 AM |
| Q4 2019 | 46 | $589M | VTI, VEU, VOE, VTV, VBR | 13F-HR | 2/11/2020, 02:59 PM | |||
| Q3 2019 | 3 | $34.6M | VTV, IUSV, IWN | 13F-HR | 11/4/2019, 02:04 PM | |||
| Q2 2019 | 44 | $593M | +$13.9M | -$13M | +$838K | VTI, VEU, VOE, VTV, VBR | 13F-HR | 8/1/2019, 12:55 PM |
| Q1 2019 | 51 | $583M | +$9.58M | -$2.11M | +$7.46M | VTI, VEU, VOE, VTV, GNR | 13F-HR | 5/14/2019, 09:56 AM |
| Q4 2018 | 47 | $515M | VTI, VEU, VOE, VTV, GNR | 13F-HR | 2/8/2019, 09:13 AM |