| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 463 | $288M | +$2.18M | -$6.91M | -$4.72M | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 10/15/2024, 10:57 AM |
| Q2 2024 | 432 | $278M | +$11.3M | -$6.27M | +$4.99M | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 7/30/2024, 02:06 PM |
| Q1 2024 | 422 | $267M | +$24.3M | -$19.9M | +$4.37M | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 5/2/2024, 02:00 PM |
| Q4 2023 | 417 | $254M | +$3.45M | -$9.39M | -$5.93M | IVV, QUAL, IWB, IJH, GUNR | 13F-HR | 1/16/2024, 01:15 PM |
| Q3 2023 | 553 | $236M | +$3.91M | -$5.7M | -$1.79M | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 11/1/2023, 04:51 PM |
| Q2 2023 | 551 | $246M | +$5.42M | -$4.84M | +$578K | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 7/17/2023, 01:20 PM |
| Q1 2023 | 544 | $230M | +$7.7M | -$4.17M | +$3.53M | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 5/3/2023, 10:58 AM |
| Q4 2022 | 477 | $213M | +$15.7M | -$5.23M | +$10.5M | IVV, QUAL, IWB, GUNR, IJH | 13F-HR | 1/24/2023, 10:31 AM |
| Q3 2022 | 380 | $188M | +$18.3M | -$9.43M | +$8.84M | IVV, QUAL, IWB, IJH, IJR | 13F-HR | 10/13/2022, 02:42 PM |
| Q2 2022 | 386 | $196M | +$22.3M | -$8.52M | +$13.7M | IVV, QUAL, IWB, IJR, IJH | 13F-HR | 7/18/2022, 12:27 PM |
| Q1 2022 | 400 | $218M | +$8.74M | -$5.74M | +$3M | IVV, IWB, QUAL, IJH, IJR | 13F-HR | 4/27/2022, 04:23 PM |
| Q4 2021 | 427 | $228M | +$5.11M | -$6.78M | -$1.67M | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 1/14/2022, 12:41 PM |
| Q3 2021 | 290 | $210M | +$3.53M | -$5.75M | -$2.22M | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 10/25/2021, 01:08 PM |
| Q2 2021 | 285 | $212M | +$31.1M | -$1.6M | +$29.5M | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 7/26/2021, 03:39 PM |
| Q1 2021 | 265 | $170M | +$4.61M | -$1.53M | +$3.08M | IVV, IWB, QUAL, IJR, IVW | 13F-HR | 4/23/2021, 12:27 PM |
| Q4 2020 | 245 | $154M | +$24.2M | -$2.53M | +$21.6M | IVV, IWB, QUAL, IVW, IJR | 13F-HR | 1/22/2021, 10:41 AM |
| Q3 2020 | 227 | $133M | +$26.7M | -$23.9M | +$2.79M | IVV, IWB, QUAL, IVW, IJH | 13F-HR | 10/13/2020, 11:04 AM |
| Q2 2020 | 262 | $124M | +$39.9M | -$37.9M | +$1.97M | IVV, IJT, IJK, IVW, IWB | 13F-HR | 7/31/2020, 03:23 PM |
| Q1 2020 | 237 | $101M | +$3.43M | -$6.14M | -$2.72M | IVW, IJK, IJT, IVE, IJS | 13F-HR | 4/23/2020, 01:48 PM |
| Q4 2019 | 266 | $136M | +$1.96M | -$1.02M | +$940K | IVW, IJT, IJK, IJS, MDYG | 13F-HR | 1/14/2020, 01:14 PM |
| Q3 2019 | 267 | $126M | +$1.47M | -$1.27M | +$199K | IVW, IJT, IJK, IJS, MDYG | 13F-HR | 10/21/2019, 04:15 PM |
| Q2 2019 | 260 | $125M | +$9.61M | -$5.64M | +$3.97M | IVW, IJT, IJK, MDYG, IJS | 13F-HR | 7/17/2019, 04:02 PM |
| Q1 2019 | 254 | $118M | +$17.7M | -$18M | -$300K | IVW, IJT, IJK, MDYG, SLYG | 13F-HR | 4/25/2019, 10:05 AM |
| Q4 2018 | 249 | $105M | +$26.3M | -$27.2M | -$943K | IVW, IJT, IVE, IJK, IJJ | 13F-HR | 2/5/2019, 03:43 PM |
| Q3 2018 | 238 | $126M | +$20M | -$19.1M | +$847K | IVW, IJT, IVE, IJJ, IJK | 13F-HR | 11/8/2018, 01:40 PM |
| Q2 2018 | 363 | $119M | +$21M | -$21.6M | -$580K | IJS, IJJ, IVE, IJT, IVW | 13F-HR | 8/13/2018, 11:57 AM |
| Q1 2018 | 243 | $115M | +$5.25M | -$2.5M | +$2.75M | IJT, IJS, IJK, IVW, IJJ | 13F-HR | 5/9/2018, 10:25 AM |
| Q4 2017 | 190 | $113M | $0 | $0 | IJS, IJT, IJK, IJJ, IVW | 13F-HR | 3/14/2018, 02:55 PM |