| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2017 | 2,560 | $16.7B | +$813M | -$262M | +$551M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 03:44 PM |
| Q2 2017 | 2,511 | $15.7B | +$900M | -$334M | +$565M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 03:31 PM |
| Q1 2017 | 2,410 | $14.9B | +$1.22B | -$268M | +$951M | IWF, IWD, VEA, AAPL, VTI | Restatement | 2/16/2018, 03:17 PM |
| Q4 2016 | 2,313 | $13.5B | +$1.16B | -$390M | +$774M | IWD, IWF, VEA, AAPL, SPY | Restatement | 2/16/2018, 01:11 PM |
| Q3 2016 | 2,246 | $12.6B | +$733M | -$194M | +$539M | IWF, IWD, VEA, AAPL, SPY | 13F-HR | 10/25/2016, 02:32 PM |
| Q2 2016 | 2,232 | $11.8B | +$742M | -$287M | +$455M | IWF, IWD, VEA, AAPL, XOM | 13F-HR | 8/4/2016, 02:21 PM |
| Q1 2016 | 2,199 | $11.2B | +$974M | -$324M | +$651M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 4/27/2016, 03:13 PM |
| Q4 2015 | 2,187 | $10.6B | +$952M | -$151M | +$801M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 1/19/2016, 08:56 AM |
| Q3 2015 | 2,141 | $9.48B | +$639M | -$315M | +$324M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 10/27/2015, 11:22 AM |
| Q2 2015 | 2,189 | $10B | +$803M | -$191M | +$612M | IWF, IWD, AAPL, VEA, SPY | 13F-HR | 7/28/2015, 08:44 AM |
| Q1 2015 | 2,181 | $9.63B | +$897M | -$178M | +$719M | IWF, IWD, AAPL, VEA, XOM | 13F-HR | 4/28/2015, 01:55 PM |
| Q4 2014 | 2,092 | $8.92B | +$794M | -$193M | +$601M | IWF, IWD, AAPL, XOM, VEA | 13F-HR | 1/13/2015, 09:30 AM |
| Q3 2014 | 2,090 | $8.22B | +$543M | -$358M | +$185M | IWF, IWD, AAPL, XOM, VEA | 13F-HR | 10/17/2014, 02:16 PM |
| Q2 2014 | 2,058 | $8.21B | +$1.04B | -$177M | +$863M | FSKXXXX, IWF, IWD, AAPL, XOM | 13F-HR | 7/23/2014, 02:13 PM |
| Q1 2014 | 1,991 | $7.24B | +$548M | -$198M | +$350M | IWF, IWD, XOM, AAPL, VEA | 13F-HR | 5/7/2014, 10:52 AM |
| Q4 2013 | 1,923 | $6.88B | IWF, IWD, AAPL, XOM, SPY | 13F-HR | 2/11/2014, 10:05 AM |