| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 105 | $456M | +$22.3M | -$7.66M | +$14.6M | VUG, VTV, IEFA, VBR, VBK | 13F-HR | 4/10/2025, 08:53 PM |
| Q4 2024 | 114 | $460M | +$67.7M | -$14.5M | +$53.2M | VUG, VTV, VBR, IEFA, VBK | 13F-HR | 1/14/2025, 06:12 AM |
| Q3 2024 | 125 | $424M | +$49M | -$4.54M | +$44.5M | VUG, VTV, VBR, IEFA, VBK | 13F-HR | 10/15/2024, 03:52 PM |
| Q2 2024 | 100 | $360M | +$48.6M | -$1.71M | +$46.9M | VUG, VTV, VBR, IEFA, VBK | 13F-HR | 8/7/2024, 01:31 PM |
| Q1 2024 | 81 | $307M | +$28.6M | -$7.32M | +$21.3M | VUG, VTV, VBR, IEFA, VBK | 13F-HR | 4/9/2024, 07:11 PM |
| Q4 2023 | 79 | $264M | +$41.4M | -$6.79M | +$34.6M | VUG, VTV, VBR, IEFA, VBK | 13F-HR | 1/30/2024, 05:05 PM |
| Q3 2023 | 71 | $207M | +$23.2M | -$2.43M | +$20.8M | VTV, VUG, VBR, VEA, IEFA | 13F-HR | 10/30/2023, 04:12 PM |
| Q2 2023 | 488 | $207M | +$36.8M | -$3.54M | +$33.2M | VTV, VUG, VEA, SCHG, VBR | 13F-HR | 8/7/2023, 11:59 AM |
| Q1 2023 | 70 | $165M | +$23.3M | -$2.88M | +$20.4M | VTV, VUG, VEA, SCHG, IEFA | 13F-HR | 4/26/2023, 10:18 AM |
| Q4 2022 | 67 | $140M | +$26.1M | -$1.77M | +$24.3M | VTV, VUG, VEA, SCHG, VBR | 13F-HR | 1/10/2023, 02:07 PM |
| Q3 2022 | 49 | $108M | +$32.9M | -$2.81M | +$30.1M | VTV, VUG, VEA, SCHV, VBR | 13F-HR | 11/7/2022, 12:35 PM |
| Q2 2022 | 43 | $83.8M | +$31.9M | -$1.63M | +$30.2M | VTV, VUG, VEA, VTI, SCHV | 13F-HR | 8/3/2022, 03:24 PM |
| Q1 2022 | 48 | $66.9M | VTV, VUG, VEA, SCHV, SCHM | 13F-HR | 4/19/2022, 03:12 PM |