| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 224 | $2.67B | +$74.4M | -$18.4M | +$56M | VTI, VTV, BND, VEA, DFIV | 13F-HR | 4/10/2025, 05:38 PM |
| Q4 2024 | 198 | $2.62B | +$73.2M | -$70.9M | +$2.3M | VTI, VTV, BND, VEA, DFIV | 13F-HR | 1/22/2025, 06:05 PM |
| Q3 2024 | 203 | $2.68B | +$29.3M | -$36.5M | -$7.25M | VTI, VTV, BND, VEA, DFIV | 13F-HR | 10/7/2024, 05:23 PM |
| Q2 2024 | 196 | $2.54B | +$580M | -$48.6M | +$531M | VTI, VTV, BND, DFIV, VEA | 13F-HR | 7/30/2024, 05:30 PM |
| Q1 2024 | 197 | $2.01B | +$248M | -$106M | +$143M | VTI, VTV, BND, VEA, VGIT | 13F-HR | 4/9/2024, 02:47 PM |
| Q4 2023 | 160 | $1.63B | VTI, VTV, VGIT, BND, VEA | 13F-HR | 2/1/2024, 04:24 PM | |||
| Q3 2023 | 168 | $1.64B | +$31.6M | -$7.16M | +$24.4M | VTI, VTV, VGIT, BND, VEA | 13F-HR | 10/27/2023, 12:45 PM |
| Q2 2023 | 170 | $1.67B | +$42.7M | -$9.53M | +$33.2M | VTI, VTV, VGIT, BND, VEA | 13F-HR | 7/10/2023, 03:25 PM |
| Q1 2023 | 162 | $1.58B | +$199M | -$6.96M | +$192M | VTI, VTV, VGIT, BND, VEA | 13F-HR | 4/6/2023, 01:22 PM |
| Q4 2022 | 146 | $1.34B | +$40.8M | -$24.1M | +$16.7M | VTI, VTV, BND, VEA, MUB | 13F-HR | 1/23/2023, 05:03 PM |
| Q3 2022 | 134 | $1.22B | +$51.2M | -$153M | -$102M | VTI, VTV, BND, MUB, VEA | 13F-HR | 10/12/2022, 06:08 PM |
| Q2 2022 | 140 | $1.4B | +$375M | -$12.4M | +$363M | VTI, VTV, BND, MUB, VTEB | 13F-HR | 7/25/2022, 03:06 PM |
| Q1 2022 | 140 | $1.22B | +$123M | -$16.7M | +$106M | VTI, VTV, BND, VEA, VBR | 13F-HR | 4/22/2022, 12:58 PM |
| Q4 2021 | 140 | $1.15B | +$74.6M | -$8.62M | +$66M | VTI, VTV, VEA, VBR, BND | 13F-HR | 2/1/2022, 05:08 PM |
| Q3 2021 | 141 | $1.02B | +$169M | -$5.67M | +$163M | VTI, VTV, VEA, VBR, DFUS | 13F-HR | 11/15/2021, 12:50 PM |
| Q2 2021 | 139 | $869M | +$185M | -$4.79M | +$181M | VTI, VTV, VEA, DFUS, VBR | 13F-HR | 8/9/2021, 01:56 PM |
| Q1 2021 | 130 | $647M | +$66.5M | -$2.76M | +$63.7M | VTI, VTV, VEA, VBR, IWM | 13F-HR | 4/19/2021, 09:50 PM |
| Q4 2020 | 109 | $541M | VTI, VTV, VEA, VBR, IWM | 13F-HR | 1/21/2021, 03:51 PM |