| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 177 | $1.79B | +$53.9M | -$10.7M | +$43.2M | IVV, SCHF, FNDX, QQQ, SCHX | 13F-HR | 7/16/2024, 03:50 PM |
| Q1 2024 | 177 | $1.74B | +$132M | -$15.7M | +$116M | IVV, SCHF, FNDX, QQQ, AGG | 13F-HR | 4/18/2024, 03:49 PM |
| Q4 2023 | 165 | $1.54B | $0 | $0 | SCHF, IVV, FNDX, QQQ, VCSH | 13F-HR | 2/5/2024, 03:21 PM |