| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2019 | 140 | $194M | +$7.16M | -$4.02M | +$3.14M | IVV, IEFA, IEMG, SPEM, VYM | 13F-HR | 8/14/2019, 06:49 PM |
| Q1 2019 | 135 | $187M | +$11.3M | -$8.83M | +$2.46M | IVV, IEFA, IEMG, SPEM, VYM | 13F-HR | 5/10/2019, 12:45 PM |
| Q4 2018 | 122 | $164M | $0 | $0 | IVV, IEFA, IEMG, SPEM, AOM | 13F-HR | 2/14/2019, 08:59 AM |