| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 460 | $112M | +$3.38M | -$4.14M | -$758K | SCHB, SCHF, IGSB, VNQ, SCHZ | 13F-HR | 4/9/2024, 03:57 PM |
| Q3 2023 | 464 | $103M | +$1.98M | -$1.86M | +$114K | SCHB, SCHF, IGSB, VNQ, SCHZ | 13F-HR | 10/17/2023, 04:37 PM |
| Q2 2023 | 483 | $101M | +$2.26M | -$961K | +$1.3M | SCHB, SCHF, IGSB, VNQ, SCHZ | 13F-HR | 10/17/2023, 04:35 PM |
| Q1 2023 | 517 | $100M | $0 | $0 | SCHB, SCHF, IGSB, VNQ, SCHZ | 13F-HR | 10/17/2023, 04:33 PM | |
| Q4 2018 | 387 | $62.5M | $0 | $0 | SCHB, IGSB, SCHZ, SCHF, VNQ | Restatement | 2/15/2019, 04:36 PM |