| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2018 | 13F-HR | 2/13/2019, 02:20 PM | ||||||
| Q3 2018 | 29 | $11B | +$131M | -$73.8M | +$57.5M | VUG, IWD, XT, LQD, IJH | 13F-HR | 11/9/2018, 04:27 PM |
| Q2 2018 | 29 | $10.5B | +$274M | -$18.2M | +$255M | VUG, IWD, XT, LQD, IJH | 13F-HR | 8/13/2018, 12:37 PM |
| Q1 2018 | 29 | $10.1B | +$1.72B | -$1.21B | +$505M | VUG, IWD, XT, LQD, IJH | 13F-HR | 5/8/2018, 10:41 AM |
| Q4 2017 | 23 | $9.83B | +$181M | -$27.9M | +$153M | IWD, VUG, NANR, XT, LQD | 13F-HR | 2/9/2018, 10:56 AM |
| Q3 2017 | 23 | $9.31B | +$190M | -$1.25M | +$189M | IWD, VUG, NANR, XT, LQD | 13F-HR | 11/7/2017, 03:37 PM |
| Q2 2017 | 22 | $8.82B | +$232M | -$44.7M | +$187M | IWD, VUG, NANR, LQD, XT | 13F-HR | 8/9/2017, 11:53 AM |
| Q1 2017 | 18 | $8.49B | +$240M | -$12.1M | +$228M | IWD, VUG, NANR, LQD, XT | 13F-HR | 5/10/2017, 04:28 PM |
| Q4 2016 | 18 | $7.95B | +$244M | -$12.2M | +$232M | IWD, VUG, NANR, LQD, VNQ | 13F-HR | 2/6/2017, 06:15 PM |
| Q3 2016 | 19 | $7.64B | +$115M | -$5.79M | +$110M | IWD, VUG, NANR, LQD, VNQ | 13F-HR | 11/7/2016, 09:59 AM |
| Q2 2016 | 19 | $7.34B | +$140M | -$33.5M | +$106M | IWD, VUG, NANR, VNQ, LQD | 13F-HR | 8/5/2016, 03:23 PM |
| Q1 2016 | 19 | $6.92B | +$230M | -$140M | +$90.4M | IWD, VUG, NANR, LQD, VNQ | 13F-HR | 5/11/2016, 07:07 AM |
| Q4 2015 | 20 | $6.63B | +$878M | -$636M | +$241M | IWD, VUG, NANR, LQD, VNQ | 13F-HR | 2/4/2016, 07:38 PM |
| Q3 2015 | 20 | $6.19B | +$207M | -$3.04M | +$204M | IWD, VUG, LQD, VNQ, IGE | 13F-HR | 11/9/2015, 08:31 PM |
| Q2 2015 | 22 | $6.48B | +$176M | -$36.6K | +$176M | IWD, VUG, LQD, XT, IGE | 13F-HR | 8/7/2015, 06:08 PM |
| Q1 2015 | 22 | $6.41B | +$667M | -$427M | +$240M | IWD, VUG, LQD, VNQ, IGE | 13F-HR | 5/12/2015, 09:40 PM |
| Q4 2014 | 21 | $6.11B | +$194M | -$75.5M | +$118M | IWD, VUG, IJH, LQD, VNQ | 13F-HR | 2/13/2015, 08:24 PM |
| Q3 2014 | 21 | $5.82B | +$186M | -$47.3K | +$186M | IWD, VUG, IJH, LQD, VNQ | 13F-HR | 11/13/2014, 08:23 AM |
| Q2 2014 | 21 | $5.78B | +$141M | -$9.73M | +$132M | IWD, VUG, IJH, IGE, LQD | 13F-HR | 8/8/2014, 11:10 AM |
| Q1 2014 | 21 | $5.36B | +$185M | -$132K | +$185M | IWD, VUG, IJH, LQD, VNQ | 13F-HR | 5/12/2014, 04:54 PM |
| Q4 2013 | 20 | $5.04B | IWD, VUG, IJH, LQD, IGE | 13F-HR | 2/5/2014, 04:47 PM |