Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2018 | 204 | $98M | +$33.9M | -$33.3M | +$611K | ITOT, IVV, XMLV, SDY, IDV | 13F-HR | 4/30/2018, 11:14 AM |
Q4 2017 | 210 | $101M | $0 | $0 | ITOT, SHM, AGG, XMLV, SDY | 13F-HR | 1/9/2018, 10:34 AM |