| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 10 | $10.8B | +$232M | -$36.8M | +$195M | VTI, VEA, AGG, VWO, IAU | 13F-HR | 10/15/2025, 08:28 AM |
| Q2 2025 | 10 | $9.93B | +$386M | -$213M | +$172M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 7/18/2025, 06:08 AM |
| Q1 2025 | 10 | $8.99B | +$287M | -$34.3M | +$253M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 4/14/2025, 06:35 AM |
| Q4 2024 | 10 | $8.6B | +$260M | -$93.3M | +$166M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 2/6/2025, 04:07 PM |
| Q3 2024 | 10 | $8.74B | +$345M | -$54M | +$291M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 10/23/2024, 06:20 AM |
| Q2 2024 | 10 | $7.88B | +$335M | -$51.1M | +$284M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 8/13/2024, 06:07 AM |
| Q1 2024 | 10 | $7.51B | +$294M | -$35.7M | +$258M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 4/17/2024, 06:13 AM |
| Q4 2023 | 10 | $6.9B | +$152M | -$27.2M | +$125M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 1/29/2024, 06:14 AM |
| Q3 2023 | 8 | $6.17B | +$296M | -$10.5M | +$286M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 10/13/2023, 06:05 AM |
| Q2 2023 | 8 | $6.16B | +$148M | -$42.8M | +$105M | VTI, VEA, AGG, VWO, IYR | 13F-HR | 7/6/2023, 06:04 AM |
| Q1 2023 | 8 | $5.87B | +$226M | -$18.1M | +$208M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 4/12/2023, 07:14 AM |
| Q4 2022 | 8 | $5.35B | +$220M | -$7.09M | +$213M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 1/18/2023, 05:08 AM |
| Q3 2022 | 7 | $4.74B | +$248M | -$6.31M | +$241M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 10/13/2022, 06:01 AM |
| Q2 2022 | 7 | $4.9B | +$312M | -$31.6M | +$280M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 7/25/2022, 06:06 AM |
| Q1 2022 | 7 | $5.32B | +$146M | -$22.4M | +$124M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 4/6/2022, 07:11 AM |
| Q4 2021 | 7 | $5.48B | +$430M | +$430M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 1/18/2022, 05:16 AM | |
| Q3 2021 | 7 | $4.86B | +$584M | $0 | +$584M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 10/6/2021, 06:19 AM |
| Q2 2021 | 7 | $4.35B | +$515M | $0 | +$515M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 9/22/2021, 01:11 PM |
| Q1 2021 | 7 | $3.63B | +$385M | $0 | +$385M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 5/7/2021, 06:08 AM |
| Q4 2020 | 7 | $3.16B | +$128M | +$128M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 2/12/2021, 09:38 AM | |
| Q3 2020 | 7 | $2.73B | +$278M | +$278M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 11/5/2020, 05:05 AM | |
| Q2 2020 | 7 | $2.31B | +$231M | +$231M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 8/13/2020, 06:01 AM | |
| Q1 2020 | 7 | $1.8B | +$276M | -$3.11M | +$273M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 4/20/2020, 09:29 AM |
| Q4 2019 | 7 | $1.84B | +$136M | +$136M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 1/30/2020, 05:10 AM | |
| Q3 2019 | 7 | $1.61B | +$187M | +$187M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 10/21/2019, 06:06 AM | |
| Q2 2019 | 7 | $1.42B | +$128M | +$128M | VTI, VEA, AGG, VWO, GLD | 13F-HR | 7/24/2019, 06:30 AM | |
| Q1 2019 | 7 | $1.25B | VTI, VEA, AGG, VWO, GLD | 13F-HR | 5/8/2019, 06:13 AM |