| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 193 | $1.09B | +$40.9M | -$12.3M | +$28.7M | IVV, AGG, VXUS, BSV, VXF | 13F-HR | 4/14/2025, 10:42 AM |
| Q4 2024 | 180 | $1.07B | +$38M | -$17.8M | +$20.2M | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 1/22/2025, 04:15 PM |
| Q3 2024 | 186 | $1.07B | +$65.4M | -$6.74M | +$58.7M | IVV, AGG, VXUS, VXF, BSV | 13F-HR | 10/30/2024, 02:02 PM |
| Q2 2024 | 175 | $958M | +$51.1M | -$38.1M | +$13M | IVV, AGG, VXF, VXUS, BSV | 13F-HR | 7/24/2024, 04:13 PM |
| Q1 2024 | 182 | $933M | +$63M | -$16.1M | +$46.9M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 4/23/2024, 11:28 AM |
| Q4 2023 | 168 | $842M | +$33.1M | -$16M | +$17.1M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 1/26/2024, 11:23 AM |
| Q3 2023 | 171 | $755M | +$48.2M | -$30.3M | +$18M | IVV, AGG, VXF, VXUS, VEU | 13F-HR | 10/4/2023, 05:47 PM |
| Q2 2023 | 173 | $768M | +$31.5M | -$15.7M | +$15.8M | IVV, AGG, VEU, VXF, IXUS | 13F-HR | 7/20/2023, 12:24 PM |
| Q1 2023 | 174 | $721M | +$29.8M | -$15.2M | +$14.6M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 4/19/2023, 04:35 PM |
| Q4 2022 | 160 | $668M | +$39.4M | -$33.8M | +$5.53M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 1/20/2023, 12:08 PM |
| Q3 2022 | 157 | $622M | +$18.7M | -$52.3M | -$33.5M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 12/6/2022, 02:38 PM |
| Q2 2022 | 846 | $730M | +$47.5M | -$30.1M | +$17.3M | IVV, VEU, AGG, VXF, IXUS | 13F-HR | 7/21/2022, 04:44 PM |
| Q1 2022 | 879 | $814M | +$39.8M | -$33.6M | +$6.17M | IVV, VEU, AGG, BSV, VXF | 13F-HR | 5/5/2022, 04:33 PM |
| Q4 2021 | 766 | $858M | +$40.7M | -$7.49M | +$33.2M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 2/9/2022, 01:21 PM |
| Q3 2021 | 753 | $797M | +$38.3M | -$3.97M | +$34.4M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 11/8/2021, 10:46 AM |
| Q2 2021 | 758 | $778M | +$41.1M | -$6.56M | +$34.6M | IVV, AGG, VEU, BSV, VXF | 13F-HR | 7/29/2021, 02:59 PM |
| Q1 2021 | 725 | $711M | +$49M | -$16.3M | +$32.6M | IVV, AGG, VEU, BSV, IXUS | 13F-HR | 5/17/2021, 09:56 AM |
| Q4 2020 | 659 | $658M | IVV, AGG, VEU, IXUS, VXF | 13F-HR | 2/12/2021, 01:33 PM |