| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 180 | $308M | +$14.8M | -$7.61M | +$7.16M | IVV, IUSB, DFAU, VUG, VEA | 13F-HR | 1/27/2025, 09:10 AM |
| Q3 2024 | 161 | $306M | +$18.8M | -$13.9M | +$4.83M | IUSB, IVV, DFAU, VEA, VUG | 13F-HR | 10/24/2024, 12:58 PM |
| Q2 2024 | 167 | $287M | +$19.4M | -$15M | +$4.36M | IVV, IUSB, VUG, VEA, VTV | 13F-HR | 7/24/2024, 11:53 AM |
| Q1 2024 | 171 | $278M | +$40.5M | -$36M | +$4.49M | IVV, IUSB, VEA, VUG, VTV | 13F-HR | 4/22/2024, 02:35 PM |
| Q4 2023 | 165 | $262M | +$17.9M | -$13.9M | +$4.02M | IVV, VUG, VEA, VTV, IUSB | 13F-HR | 1/26/2024, 02:26 PM |
| Q3 2023 | 163 | $238M | +$24.9M | -$19.7M | +$5.2M | IVV, VUG, VEA, IUSB, VTV | 13F-HR | 10/24/2023, 06:17 PM |
| Q2 2023 | 167 | $245M | +$6.57M | -$4.11M | +$2.46M | IVV, VUG, VEA, IUSB, VTV | 13F-HR | 7/19/2023, 12:59 PM |
| Q1 2023 | 164 | $236M | +$32.1M | -$19.9M | +$12.2M | IVV, IUSB, VEA, VUG, VTV | 13F-HR | 5/3/2023, 11:09 AM |
| Q4 2022 | 178 | $223M | +$17.9M | -$15.9M | +$2.01M | IVV, VEA, VTV, VUG, IUSB | 13F-HR | 1/25/2023, 07:56 AM |
| Q3 2022 | 182 | $212M | +$26.3M | -$21.2M | +$5.14M | IVV, VEA, VUG, VTV, BNDX | 13F-HR | 11/2/2022, 03:53 PM |
| Q2 2022 | 176 | $221M | +$34M | -$30.1M | +$3.89M | IVV, VEA, SPAB, VUG, VTV | 13F-HR | 8/5/2022, 01:07 PM |
| Q1 2022 | 186 | $247M | +$6.79M | -$4.18M | +$2.6M | VUG, VEA, IVV, VTV, BNDX | 13F-HR | 4/19/2022, 03:08 PM |
| Q4 2021 | 145 | $246M | +$26.4M | -$6.8M | +$19.6M | VEA, VUG, IVV, VTV, BNDX | 13F-HR | 2/10/2022, 07:35 AM |
| Q3 2021 | 204 | $237M | +$19.9M | -$14.1M | +$5.81M | VEA, VUG, BNDX, VTV, BSV | 13F-HR | 11/24/2021, 08:29 AM |
| Q2 2021 | 205 | $235M | +$20.3M | -$13.7M | +$6.68M | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 7/28/2021, 09:48 AM |
| Q1 2021 | 211 | $218M | +$29.8M | -$36.3M | -$6.53M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/5/2021, 09:06 AM |
| Q4 2020 | 375 | $220M | +$21.9M | -$16.8M | +$5.08M | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 2/9/2021, 07:56 AM |
| Q3 2020 | 345 | $201M | +$22M | -$12.2M | +$9.79M | VUG, VEA, BNDX, VTV, BSV | 13F-HR | 10/27/2020, 10:33 AM |
| Q2 2020 | 315 | $187M | +$31.1M | -$22.8M | +$8.25M | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 7/16/2020, 03:03 PM |
| Q1 2020 | 296 | $165M | +$13.6M | -$7.89M | +$5.76M | VEA, BNDX, VUG, VTV, BSV | 13F-HR | 5/20/2020, 02:39 PM |
| Q4 2019 | 307 | $185M | +$22.2M | -$7.68M | +$14.6M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 1/27/2020, 12:18 PM |
| Q3 2019 | 330 | $167M | +$23M | -$10.5M | +$12.4M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 10/15/2019, 12:34 PM |
| Q2 2019 | 327 | $161M | +$22.1M | -$5.44M | +$16.6M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 7/18/2019, 04:20 PM |
| Q1 2019 | 368 | $147M | +$17.5M | -$7.16M | +$10.4M | VEA, VTV, BNDX, VUG, BSV | 13F-HR | 4/22/2019, 09:19 AM |
| Q4 2018 | 351 | $126M | VEA, BNDX, VTV, BSV, VUG | 13F-HR | 2/14/2019, 08:14 AM |