| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 718 | $944M | +$7.04M | -$40.9M | -$33.8M | IVW, SUB, JMST, VOO, XLK | 13F-HR | 1/30/2025, 03:20 PM |
| Q3 2024 | 732 | $982M | +$98.9M | -$61.9M | +$37M | IVW, SUB, JMST, XLK, VOO | 13F-HR | 10/24/2024, 03:34 PM |
| Q2 2024 | 733 | $896M | +$8.89M | -$291M | -$282M | IVW, XLK, SUB, VOO, IVE | 13F-HR | 7/25/2024, 03:10 PM |
| Q1 2024 | 843 | $1.16B | +$95.9M | -$35.5M | +$60.5M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 5/2/2024, 04:18 PM |
| Q4 2023 | 672 | $951M | +$21.3K | +$21.3K | IVW, XLK, VOO, IVE, SUB | 13F-HR | 2/6/2024, 07:50 PM | |
| Q3 2023 | 757 | $958M | +$59.6M | -$5.16M | +$54.4M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 11/13/2023, 06:43 PM |
| Q2 2023 | 172 | $940M | +$53.3M | -$2.92M | +$50.3M | IVW, XLK, VOO, IVE, SUB | 13F-HR | 7/21/2023, 06:03 PM |
| Q1 2023 | 164 | $839M | +$11.6M | -$2.73M | +$8.87M | IVW, XLK, VOO, IVE, VEA | 13F-HR | 4/28/2023, 03:39 PM |
| Q4 2022 | 161 | $789M | +$104M | -$18.9M | +$85.2M | IVW, IVE, VOO, XLK, VEA | 13F-HR | 2/8/2023, 02:44 PM |
| Q3 2022 | 145 | $667M | +$60.5M | -$2.17M | +$58.3M | IVW, VOO, XLK, IVE, VEA | 13F-HR | 11/3/2022, 03:24 PM |
| Q2 2022 | 125 | $647M | +$68.2M | -$4.12M | +$64M | IVW, VOO, XLK, IVE, VEA | 13F-HR | 8/2/2022, 06:48 PM |
| Q1 2022 | 122 | $690M | +$23.9M | -$6.29M | +$17.6M | IVW, XLK, IVE, VOO, VEA | 13F-HR | 5/6/2022, 03:22 PM |
| Q4 2021 | 112 | $706M | +$19.9M | -$164M | -$144M | IVW, XLK, IVE, VOO, VEA | 13F-HR | 2/4/2022, 04:00 PM |
| Q3 2021 | 95 | $616M | +$15.8M | -$7.21M | +$8.59M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 11/1/2021, 12:34 PM |
| Q2 2021 | 80 | $637M | +$15.1M | -$3.63M | +$11.4M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 8/5/2021, 06:08 PM |
| Q1 2021 | 73 | $589M | +$15.9M | -$8.3M | +$7.65M | IVW, IVE, XLK, VEA, VYM | 13F-HR | 5/6/2021, 05:26 PM |
| Q4 2020 | 71 | $539M | +$109M | -$14.9M | +$93.9M | IVW, XLK, IVE, VEA, VYM | 13F-HR | 2/4/2021, 12:51 PM |
| Q3 2020 | 70 | $480M | +$4.5M | -$18.7M | -$14.2M | IVW, XLK, IVE, VYM, VEA | 13F-HR | 10/26/2020, 10:44 AM |
| Q2 2020 | 65 | $464M | +$73.1M | -$68.8M | +$4.34M | IVW, XLK, IVE, VYM, VEA | 13F-HR | 7/17/2020, 01:24 PM |
| Q1 2020 | 215 | $389M | +$50.9M | -$41.8M | +$9.06M | IVW, IVE, XLK, IJK, IJJ | 13F-HR | 4/3/2020, 12:36 PM |
| Q4 2019 | 225 | $504M | +$6M | -$30.9M | -$24.9M | IVW, IVE, EFA, XLK, IJK | 13F-HR | 2/7/2020, 03:15 PM |
| Q3 2019 | 202 | $494M | +$6.07M | -$8.31M | -$2.25M | IVW, IVE, EFA, XLK, IJK | 13F-HR | 11/6/2019, 09:36 AM |
| Q2 2019 | 203 | $495M | +$8.18M | -$8.48M | -$296K | IVW, IVE, EFA, XLK, IJK | 13F-HR | 8/20/2019, 01:34 PM |
| Q1 2019 | 233 | $485M | +$5.98M | -$6.88M | -$895K | IVW, IVE, EFA, XLK, IJJ | 13F-HR | 5/14/2019, 12:39 PM |
| Q4 2018 | 179 | $433M | IVW, IVE, EFA, XLK, IJJ | 13F-HR | 2/13/2019, 10:23 AM |