| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 800 | $479M | +$16.5M | -$20.1M | -$3.61M | VXUS, IWB, MUB, VEU, IXUS | 13F-HR | 11/3/2023, 03:31 PM |
| Q2 2023 | 814 | $561M | +$40.5M | -$33.3M | +$7.23M | IGF, VXUS, IWB, MUB, VEU | 13F-HR | 8/8/2023, 02:58 PM |
| Q1 2023 | 831 | $537M | +$37.1M | -$6.78M | +$30.3M | IGF, VXUS, MUB, IWB, VEU | 13F-HR | 5/9/2023, 04:12 PM |
| Q4 2022 | 838 | $326M | +$52.5M | -$30.2M | +$22.3M | MUB, VEU, IXUS, SUB, VV | 13F-HR | 2/6/2023, 05:15 PM |
| Q3 2022 | 712 | $221M | +$23.3M | -$9.85M | +$13.5M | VEU, VV, SUB, DRE, SCHB | 13F-HR | 11/14/2022, 02:30 PM |
| Q2 2022 | 711 | $289M | +$44.3M | -$6.21M | +$38.1M | MUB, VEU, IXUS, VV, DRE | 13F-HR | 8/4/2022, 09:48 AM |
| Q1 2022 | 713 | $462M | +$60.2M | -$12.8M | +$47.3M | IGF, VXUS, IWB, VEU, IXUS | 13F-HR | 5/3/2022, 02:29 PM |
| Q4 2021 | 776 | $383M | +$26.9M | -$20.6M | +$6.38M | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 2/4/2022, 05:44 PM |
| Q3 2021 | 721 | $407M | +$9.39M | -$8.66M | +$735K | IGF, IWB, VXUS, VEU, IXUS | 13F-HR | 11/10/2021, 12:25 PM |
| Q2 2021 | 717 | $360M | +$6.65M | -$7.02M | -$365K | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 8/5/2021, 09:57 AM |
| Q1 2021 | 703 | $340M | +$37.8M | -$14.3M | +$23.4M | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 5/10/2021, 02:30 PM |
| Q4 2020 | 696 | $302M | +$26.6M | -$8.39M | +$18.2M | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 2/11/2021, 06:58 PM |
| Q3 2020 | 683 | $220M | +$22.3M | -$16.9M | +$5.39M | IWB, VEU, IXUS, VV, MINT | 13F-HR | 11/12/2020, 01:45 PM |
| Q2 2020 | 822 | $227M | +$19.3M | -$6.65M | +$12.6M | IWB, VEU, VXUS, IXUS, VV | 13F-HR | 8/11/2020, 09:51 PM |
| Q1 2020 | 714 | $231M | +$93.3M | -$11.2M | +$82.1M | IGF, IWB, VEU, VXUS, IXUS | 13F-HR | 5/11/2020, 01:40 PM |
| Q4 2019 | 732 | $189M | $0 | $0 | IGF, IWB, ACWX, DRE, VEU | 13F-HR | 2/14/2020, 10:48 AM |