| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 476 | $2B | +$136M | -$26.7M | +$109M | BND, VUG, VTV, VEU, QQQ | 13F-HR | 2/10/2025, 12:44 PM |
| Q3 2024 | 403 | $1.93B | +$37.9M | -$18.6M | +$19.2M | BND, VTV, VUG, VEU, QQQ | 13F-HR | 11/12/2024, 10:14 AM |
| Q2 2024 | 401 | $1.78B | +$436M | -$104M | +$332M | BND, VUG, VEU, VTV, QQQ | 13F-HR | 8/9/2024, 10:34 AM |
| Q1 2024 | 353 | $1.44B | +$103M | -$53.7M | +$48.8M | BND, VEU, VUG, VTV, VO | 13F-HR | 5/13/2024, 03:24 PM |
| Q4 2023 | 45 | $1.31B | +$131M | -$5.55M | +$126M | BND, VEU, VUG, VTV, VO | 13F-HR | 2/9/2024, 11:07 AM |
| Q3 2023 | 34 | $1.09B | +$83M | -$124M | -$40.7M | BND, VEU, VUG, VTV, VO | 13F-HR | 11/3/2023, 10:21 AM |
| Q2 2023 | 31 | $1.17B | +$15.6M | -$31.3M | -$15.6M | VUG, BND, VTV, VEU, VO | 13F-HR | 8/8/2023, 12:30 PM |
| Q1 2023 | 32 | $1.14B | +$1.03B | -$1.7M | +$1.03B | VUG, BND, VTV, VEU, VO | 13F-HR | 5/9/2023, 09:20 AM |
| Q4 2022 | 24 | $160M | +$95.7M | -$3.21M | +$92.5M | VGSH, VONE, VCIT, VEU, BND | 13F-HR | 2/1/2023, 02:15 PM |
| Q3 2022 | 22 | $92M | +$9.76M | -$204M | -$194M | VTI, VCIT, VONE, IVV, ESGV | 13F-HR | 11/1/2022, 03:34 PM |
| Q2 2022 | 33 | $1.09B | +$705M | -$1.01B | -$300M | VEU, VTV, VUG, BND, VO | 13F-HR | 8/2/2022, 11:55 AM |
| Q1 2022 | 17 | $582M | +$132M | -$52.5M | +$79.8M | VEU, BND, DVY, SPY, AAPL | 13F-HR | 5/3/2022, 12:26 PM |
| Q4 2021 | 34 | $1.28B | +$1.28B | +$1.28B | VEU, VUG, VTV, BND, VO | 13F-HR | 2/11/2022, 03:26 PM | |
| Q3 2021 | 102 | $1.19M | +$56.9K | -$8.43K | +$48.5K | VEU, VUG, VTV, BND, VO | 13F-HR | 11/12/2021, 09:55 AM |
| Q2 2021 | 99 | $1.17M | +$25.3K | -$1.1M | -$1.07M | VEU, VUG, VTV, BND, VO | 13F-HR | 8/16/2021, 12:37 PM |
| Q1 2021 | 90 | $2.08M | +$886K | -$109K | +$777K | VOE, VO, VEU, VTV, VUG | 13F-HR | 5/17/2021, 10:41 AM |
| Q4 2020 | 109 | $1.08M | +$29.4K | -$727K | -$698K | VEU, VTV, VUG, BND, VB | 13F-HR | 2/16/2021, 02:46 PM |
| Q3 2020 | 110 | $962K | +$36.5K | -$31.2K | +$5.32K | VEU, VUG, VTV, BND, VO | 13F-HR | 11/13/2020, 04:00 PM |
| Q2 2020 | 115 | $908K | +$45K | -$40.2K | +$4.79K | VEU, VUG, VTV, BND, VB | 13F-HR | 8/13/2020, 07:00 PM |
| Q1 2020 | 214 | $783K | +$50.2K | -$41.1K | +$9.08K | VEU, VUG, VTV, BND, TIP | 13F-HR | 5/15/2020, 08:27 AM |
| Q4 2019 | 150 | $942K | VEU, VUG, VTV, BND, TIP | 13F-HR | 2/11/2020, 05:44 PM |