| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 694 | $21.8B | +$5.35B | -$106M | +$5.24B | VTI, VT, SCHD, VXUS, VOO | 13F-HR | 5/15/2025, 06:08 AM |
| Q3 2024 | 533 | $17.1B | +$1.19B | -$4.52M | +$1.18B | VTI, VT, AAPL, NVDA, VYM | 13F-HR | 5/15/2025, 05:28 PM |
| Q2 2024 | 536 | $15.2B | +$1.23B | -$5.79M | +$1.22B | VTI, VT, NVDA, AAPL, VYM | 13F-HR | 5/15/2025, 05:27 PM |
| Q1 2024 | 533 | $13.6B | +$1.27B | -$22M | +$1.25B | VTI, VT, VYM, AAPL, NVDA | 13F-HR | 5/15/2025, 05:26 PM |
| Q4 2023 | 527 | $11.4B | +$634M | -$2.97M | +$631M | VTI, VT, VYM, IVV, VCIT | 13F-HR | 5/15/2025, 05:23 PM |
| Q3 2023 | 21 | $9.66B | +$544M | -$10.2M | +$534M | VTI, VT, VYM, VCIT, USMV | 13F-HR | 5/15/2025, 05:22 PM |
| Q2 2023 | 21 | $9.34B | +$442M | -$27.4M | +$414M | VTI, VT, VYM, VCIT, USMV | 13F-HR | 5/15/2025, 05:21 PM |
| Q1 2023 | 21 | $8.3B | +$644M | -$6.13M | +$638M | VTI, VT, VYM, VCIT, USMV | 13F-HR | 5/15/2025, 05:20 PM |
| Q4 2022 | 21 | $7.31B | +$799M | $0 | +$799M | VTI, VT, VYM, USMV, USHY | 13F-HR | 5/15/2025, 05:19 PM |
| Q3 2022 | 21 | $6.14B | +$534M | -$1.17M | +$533M | VTI, VT, VYM, USHY, USMV | 13F-HR | 5/15/2025, 05:18 PM |
| Q2 2022 | 20 | $5.91B | +$663M | -$3.55M | +$659M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:17 PM |
| Q1 2022 | 17 | $6.33B | +$790M | -$4.73M | +$786M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:16 PM |
| Q4 2021 | 19 | $5.82B | +$869M | -$241K | +$869M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:15 PM |
| Q3 2021 | 18 | $4.62B | +$603M | -$949K | +$602M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:13 PM |
| Q2 2021 | 18 | $4.01B | +$661M | -$387K | +$661M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:12 PM |
| Q1 2021 | 16 | $3.11B | +$461M | -$714K | +$460M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:11 PM |
| Q4 2020 | 16 | $2.5B | +$324M | -$141K | +$323M | VTI, VT, VYM, USHY, VWO | 13F-HR | 5/15/2025, 05:05 PM |
| Q3 2020 | 15 | $1.9B | +$246M | -$1.08M | +$245M | VTI, VT, VYM, VWO, IVV | 13F-HR | 5/15/2025, 05:04 PM |
| Q2 2020 | 15 | $1.52B | +$235M | -$245K | +$235M | VTI, VT, VYM, VWO, IVV | 13F-HR | 5/15/2025, 05:02 PM |
| Q1 2020 | 15 | $1.1B | +$250M | -$7.19M | +$243M | VTI, VT, VYM, VWO, IVV | 13F-HR | 5/15/2025, 05:00 PM |
| Q4 2019 | 13 | $1.07B | $0 | $0 | VTI, VT, VYM, VWO, IEF | 13F-HR | 5/15/2025, 04:53 PM |