| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 238 | $621M | +$73.8M | -$58.4M | +$15.3M | IVV, IVW, DGRW, IVE, IJH | 13F-HR | 8/13/2024, 05:41 PM |
| Q1 2024 | 223 | $599M | +$63.8M | -$33.6M | +$30.2M | IVV, DGRW, IVW, IVE, IJH | 13F-HR | 5/14/2024, 03:27 PM |
| Q4 2023 | 209 | $545M | +$60M | -$41.9M | +$18.1M | IVV, IVE, DGRW, IVW, IJH | 13F-HR | 2/13/2024, 02:47 PM |
| Q3 2023 | 195 | $482M | +$25M | -$17.8M | +$7.1M | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 11/14/2023, 05:09 PM |
| Q2 2023 | 194 | $491M | +$86.5M | -$82.3M | +$4.17M | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 8/11/2023, 01:27 PM |
| Q1 2023 | 177 | $464M | +$50.5M | -$158M | -$107M | IVV, DGRW, IVE, IVW, COWZ | 13F-HR | 5/12/2023, 05:43 PM |
| Q4 2022 | 209 | $549M | $0 | $0 | IVV, SCHD, IVE, DGRW, SPTM | 13F-HR | 2/14/2023, 04:06 PM |