| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 399 | $338M | +$17.9M | -$5.79M | +$12.1M | SCHB, SCHO, SCHZ, SCHF, ITOT | 13F-HR | 10/24/2024, 03:39 PM |
| Q2 2024 | 363 | $308M | +$19.1M | -$2.16M | +$16.9M | SCHB, SCHO, SCHZ, SCHF, ITOT | 13F-HR | 7/18/2024, 05:20 PM |
| Q1 2024 | 267 | $290M | $0 | $0 | SCHB, SCHO, SCHF, SCHZ, ITOT | 13F-HR | 6/17/2024, 02:44 PM |