| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2021 | 1,974 | $628M | +$73.4M | -$64.7M | +$8.71M | VV, IEFA, VO, QUAL, IWF | 13F-HR | 10/7/2021, 09:57 AM |
| Q2 2021 | 1,702 | $620M | +$118M | -$8.21M | +$110M | VV, IEFA, ITOT, VO, QUAL | 13F-HR | 8/11/2021, 12:17 PM |
| Q1 2021 | 1,569 | $472M | +$59.8M | -$22.6M | +$37.1M | VV, IEFA, VO, QUAL, IWF | 13F-HR | 5/11/2021, 12:49 PM |
| Q4 2020 | 1,433 | $415M | +$36.6M | -$13.7M | +$22.9M | VV, IEFA, IWF, VO, QUAL | Restatement | 2/19/2021, 09:09 AM |
| Q3 2020 | 1,318 | $345M | +$21M | -$49.6M | -$28.5M | VV, IEFA, IWF, VO, QUAL | 13F-HR | 11/5/2020, 12:07 PM |
| Q2 2020 | 1,279 | $378M | +$51.9M | -$33.9M | +$18M | VV, IEFA, BND, ITOT, IWF | 13F-HR | 8/6/2020, 12:33 PM |
| Q1 2020 | 1,073 | $304M | +$63.8M | -$20.9M | +$42.9M | IEFA, VV, BND, ITOT, VO | 13F-HR | 5/14/2020, 01:42 PM |
| Q4 2019 | 1,239 | $342M | +$13.8M | -$8.76M | +$5.09M | IEFA, VXUS, ITOT, VO, VV | 13F-HR | 2/14/2020, 11:51 AM |
| Q3 2019 | 1,255 | $319M | +$25.3M | -$16.4M | +$8.91M | IEFA, ITOT, VO, VXUS, BND | Restatement | 3/4/2020, 12:27 PM |
| Q2 2019 | 1,266 | $313M | +$32.6M | -$22.5M | +$10.1M | IEFA, VXUS, VO, ITOT, IWF | Restatement | 3/4/2020, 12:26 PM |
| Q1 2019 | 1,159 | $298M | +$37.6M | -$21M | +$16.6M | IEFA, VXUS, VO, IWF, ITOT | 13F-HR | 5/8/2019, 12:48 PM |
| Q4 2018 | 843 | $252M | +$92.4M | -$37.1M | +$55.3M | VXUS, IEFA, IWF, VO, VTV | 13F-HR | 2/13/2019, 01:11 PM |
| Q3 2018 | 103 | $236M | +$5.22M | -$34.9M | -$29.7M | VXUS, IWF, INTF, VO, VTV | 13F-HR | 11/5/2018, 12:22 PM |
| Q2 2018 | 114 | $287M | +$30.7M | -$6.45M | +$24.2M | VXUS, INTF, IWF, VO, VTV | 13F-HR | 8/9/2018, 10:01 AM |
| Q1 2018 | 107 | $258M | +$43.7M | -$32.7M | +$10.9M | VXUS, IWF, VO, INTF, VTV | 13F-HR | 4/24/2018, 04:39 PM |
| Q4 2017 | 105 | $302M | VXUS, SFNC, IWF, VO, VTV | 13F-HR | 2/14/2018, 10:02 AM |