| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 133 | $954M | +$72.6M | -$26.6M | +$45.9M | VOO, VYM, SPTI, VUG, IJR | 13F-HR | 2/3/2025, 12:32 PM |
| Q3 2024 | 136 | $886M | +$95.8M | -$34.3M | +$61.5M | VOO, VYM, SPTI, IJR, SPTL | 13F-HR | 11/5/2024, 12:03 PM |
| Q2 2024 | 132 | $802M | +$110M | -$61.7M | +$48.4M | VOO, VYM, IJR, SPTI, VUG | 13F-HR | 8/12/2024, 10:13 AM |
| Q1 2024 | 130 | $753M | +$123M | -$38.9M | +$83.7M | VOO, IJR, VYM, VUG, VIOO | 13F-HR | 4/25/2024, 02:08 PM |
| Q4 2023 | 114 | $661M | +$54.8M | -$13.9M | +$40.9M | VOO, IJR, VYM, TLT, IEF | 13F-HR | 2/5/2024, 04:18 PM |
| Q3 2023 | 101 | $562M | +$39.3M | -$1.84M | +$37.5M | VOO, IJR, VYM, TLT, IEF | 13F-HR | 10/20/2023, 02:21 PM |
| Q2 2023 | 93 | $553M | +$20M | -$5.5M | +$14.5M | VOO, IJR, VYM, TLT, IEF | 13F-HR | 8/2/2023, 11:17 AM |
| Q1 2023 | 89 | $521M | +$42.7M | -$4.43M | +$38.2M | VOO, IJR, VYM, TLT, IEF | 13F-HR | 5/2/2023, 11:23 AM |
| Q4 2022 | 89 | $485M | +$56.4M | -$19.5M | +$37M | VOO, IJR, VYM, IEF, TLT | 13F-HR | 2/8/2023, 11:41 AM |
| Q3 2022 | 73 | $427M | +$32.1M | -$5.59M | +$26.6M | VOO, IJR, IEF, VYM, VIOO | 13F-HR | 10/31/2022, 10:39 AM |
| Q2 2022 | 76 | $428M | +$31.6M | -$14.2M | +$17.3M | VOO, IJR, IEF, VYM, VNQ | 13F-HR | 7/27/2022, 10:03 AM |
| Q1 2022 | 77 | $472M | +$34.6M | -$9.22M | +$25.4M | VOO, IJR, IEF, TLT, VYM | 13F-HR | 5/3/2022, 01:26 PM |
| Q4 2021 | 78 | $476M | +$53.1M | -$5.26M | +$47.9M | VOO, IEF, VNQ, TLT, IJR | 13F-HR | 2/1/2022, 12:22 PM |
| Q3 2021 | 71 | $408M | +$30.2M | -$2.51M | +$27.7M | VOO, IEF, VNQ, TLT, VIOO | 13F-HR | 11/3/2021, 01:39 PM |
| Q2 2021 | 69 | $386M | +$33.3M | -$4.36M | +$28.9M | VOO, VNQ, IEF, VIOO, TLT | 13F-HR | 8/2/2021, 12:36 PM |
| Q1 2021 | 62 | $339M | +$34.5M | -$7.08M | +$27.4M | VOO, VIOO, IEF, VNQ, IEI | 13F-HR | 4/26/2021, 03:38 PM |
| Q4 2020 | 52 | $298M | +$19.5M | -$26.3M | -$6.86M | VOO, VIOO, IEF, IEI, VNQ | 13F-HR | 1/29/2021, 11:47 AM |
| Q3 2020 | 51 | $280M | +$28.3M | -$6.79M | +$21.6M | VOO, IEF, IEI, TLT, VIOO | 13F-HR | 10/27/2020, 04:49 PM |
| Q2 2020 | 44 | $251M | +$27.4M | -$12.2M | +$15.3M | IEF, VOO, IEI, TLT, VNQ | 13F-HR | 10/27/2020, 04:14 PM |
| Q1 2020 | 41 | $216M | +$25M | -$3.92M | +$21M | IEF, TLT, IEI, VNQ, SHV | 13F-HR | 11/2/2020, 01:11 PM |
| Q4 2019 | 35 | $224M | +$25.4M | -$216K | +$25.2M | VNQ, IEI, IEF, TLT, VIOV | 13F-HR | 11/2/2020, 01:47 PM |
| Q3 2019 | 35 | $193M | +$11.2M | -$61.9K | +$11.2M | VNQ, IEI, IEF, TLT, VIOV | 13F-HR | 11/2/2020, 01:49 PM |
| Q2 2019 | 35 | $179M | +$37.6M | -$1.06M | +$36.5M | VNQ, IEI, IEF, TLT, VIOV | 13F-HR | 11/2/2020, 01:52 PM |
| Q1 2019 | 32 | $140M | +$17.7M | -$37.7K | +$17.7M | VNQ, IEF, IEI, TLT, VIOV | 13F-HR | 11/2/2020, 02:07 PM |
| Q4 2018 | 31 | $113M | IEF, VNQ, TLT, IEI, VIOV | 13F-HR | 11/2/2020, 02:15 PM |