| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 1,528 | $26.1B | +$995M | -$5.03B | -$4.03B | IVV, AGG, IWY, APUE, VOO | 13F-HR | 4/21/2025, 12:58 PM |
| Q4 2024 | 1,719 | $30.6B | +$1.68B | -$1.22B | +$457M | IVV, AGG, IWY, APUE, VOO | 13F-HR | 2/10/2025, 02:48 PM |
| Q3 2024 | 1,676 | $30.8B | +$1.86B | -$1.32B | +$541M | IVV, AGG, APUE, IWY, IUSB | 13F-HR | 10/31/2024, 11:35 AM |
| Q2 2024 | 1,625 | $28.7B | +$2.82B | -$943M | +$1.88B | IVV, AGG, IWY, APUE, VOO | 13F-HR | 7/16/2024, 02:03 PM |
| Q1 2024 | 1,593 | $26.6B | +$3.42B | -$2.24B | +$1.18B | IVV, AGG, IWY, VOO, IEFA | 13F-HR | 5/6/2024, 03:02 PM |
| Q4 2023 | 1,530 | $24.1B | +$2.1B | -$1.12B | +$974M | IVV, AGG, VOO, IWY, IEFA | 13F-HR | 2/7/2024, 02:22 PM |
| Q3 2023 | 1,476 | $21.2B | IVV, AGG, VOO, IEFA, IWY | 13F-HR | 11/13/2023, 06:23 AM |