| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 3 | $185M | +$40.5M | -$36.7M | +$3.87M | VCSH, VEA, VT | 13F-HR | 1/31/2023, 10:39 AM |
| Q3 2022 | 4 | $178M | +$38.3M | -$135M | -$97.2M | VCSH, VEA, VWO, VT | 13F-HR | 10/24/2022, 08:22 AM |
| Q2 2022 | 78 | $343M | +$262M | -$139M | +$123M | VCSH, VT, STIP, VEA, VOO | 13F-HR | 7/22/2022, 08:23 AM |
| Q1 2022 | 66 | $368M | +$151M | -$118M | +$32.8M | VEA, JNK, STIP, VT, VOO | 13F-HR | 4/28/2022, 08:21 AM |
| Q4 2021 | 4 | $354M | +$24.7M | +$24.7M | VEA, VT, STIP, VOO | 13F-HR | 1/24/2022, 07:44 AM | |
| Q3 2021 | 5 | $329M | +$256M | $0 | +$256M | VEA, STIP, VT, VOO, VWO | 13F-HR | 11/2/2021, 11:16 AM |
| Q2 2021 | 4 | $73.3M | +$29.5M | -$10.3M | +$19.2M | STIP, VT, VOO, VWO | 13F-HR | 8/6/2021, 06:43 AM |
| Q1 2021 | 5 | $50.9M | +$32.8M | $0 | +$32.8M | VT, VOO, VWO, IXG, MXI | 13F-HR | 8/6/2021, 06:48 AM |
| Q4 2020 | 1 | $11.8M | VOO | 13F-HR | 8/6/2021, 06:55 AM | |||
| Q3 2020 | 3 | $20.9M | -$25.4M | -$25.4M | VOO, LQD, VWO | 13F-HR | 8/6/2021, 07:00 AM | |
| Q2 2020 | 4 | $44.9M | -$274M | -$274M | VOO, VWO, LQD, VEA | 13F-HR | 8/6/2021, 07:04 AM | |
| Q1 2020 | 7 | $292M | +$5.28M | -$1.43B | -$1.43B | VOO, VWO, SPY, VEA, AAXJ | 13F-HR | 8/6/2021, 07:08 AM |
| Q4 2019 | 8 | $2.36B | +$76.9M | -$10.6M | +$66.3M | VOO, SPY, AAXJ, VTI, IJH | 13F-HR | 8/6/2021, 07:12 AM |
| Q3 2019 | 12 | $2.18B | +$679M | -$362M | +$317M | VOO, SPY, AAXJ, VTI, IJH | 13F-HR | 8/6/2021, 07:17 AM |
| Q2 2019 | 14 | $2.05B | +$167M | +$167M | VOO, AAXJ, VTI, IJH, IJR | 13F-HR | 8/6/2021, 07:23 AM | |
| Q1 2019 | 14 | $1.85B | +$620M | -$206M | +$415M | VOO, AAXJ, IJH, VTI, IJR | 13F-HR | 8/6/2021, 07:27 AM |
| Q4 2018 | 8 | $1.27B | +$319M | -$355M | -$36M | VOO, AAXJ, VTI, QUAL, SPY | 13F-HR | 8/6/2021, 07:32 AM |
| Q3 2018 | 7 | $1.53B | +$60.8M | -$116M | -$55.5M | VOO, QUAL, VEA, VTI, SPY | 13F-HR | 8/6/2021, 07:37 AM |
| Q2 2018 | 7 | $1.49B | -$317M | -$317M | VOO, QUAL, VEA, SPY, VTI | 13F-HR | 8/6/2021, 07:41 AM | |
| Q1 2018 | 8 | $1.79B | +$27.7M | -$446M | -$418M | VOO, VEA, QUAL, VTI, SPY | 13F-HR | 8/6/2021, 07:45 AM |
| Q4 2017 | 13 | $2.63B | +$61.9M | -$376M | -$314M | VOO, VEA, IJR, QUAL, VTI | 13F-HR | 2/23/2018, 10:22 AM |
| Q3 2017 | 13 | $2.86B | +$635M | -$187M | +$448M | VOO, VEA, IJR, QUAL, SPY | 13F-HR | 12/21/2017, 06:36 AM |
| Q1 2017 | 12 | $2.21B | VOO, IJR, VEA, SPY, VBR | 13F-HR | 5/12/2017, 08:29 AM |