| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 34 | $62.7M | +$2.92M | -$1.57M | +$1.35M | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 10/3/2024, 03:42 PM |
| Q2 2024 | 34 | $58.1M | +$2.05M | -$375M | -$373M | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 7/12/2024, 12:00 PM |
| Q1 2024 | 79 | $430M | +$47.4M | -$14.2M | +$33.2M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 4/11/2024, 04:14 PM |
| Q4 2023 | 77 | $401M | +$9.59M | -$24.6M | -$15M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 1/11/2024, 12:55 PM |
| Q3 2023 | 77 | $381M | +$335M | -$25.6M | +$310M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 10/12/2023, 04:01 PM |
| Q2 2023 | 65 | $72.5M | +$6.44M | -$394M | -$388M | IEMG, IEFA, FLOT, SPY, SPEM | 13F-HR | 7/10/2023, 12:29 PM |
| Q1 2023 | 156 | $457M | +$33.9M | -$13.5M | +$20.4M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 4/6/2023, 10:05 AM |
| Q4 2022 | 153 | $416M | +$43M | -$15.3M | +$27.7M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 1/10/2023, 11:14 AM |
| Q3 2022 | 129 | $364M | +$55.1M | -$35.8M | +$19.3M | IVV, IJH, IWB, AGG, IJR | 13F-HR | 10/7/2022, 10:50 AM |
| Q2 2022 | 124 | $367M | +$47.8M | -$18M | +$29.8M | IVV, IJH, AGG, IJR, VO | 13F-HR | 7/29/2022, 01:48 PM |
| Q1 2022 | 120 | $382M | +$39.6M | -$1.15M | +$38.4M | IVV, IJH, AGG, IJR, VO | 13F-HR | 4/28/2022, 12:03 PM |
| Q4 2021 | 86 | $364M | +$327M | -$1.51M | +$325M | IVV, IJH, AGG, IJR, VO | 13F-HR | 1/27/2022, 01:49 PM |
| Q3 2021 | 28 | $45.8M | +$2.75M | -$246M | -$244M | IEMG, IEFA, SPY, FLOT, GOOG | 13F-HR | 10/25/2021, 10:50 AM |
| Q2 2021 | 77 | $290M | +$50.4M | -$42.9M | +$7.5M | IVV, IJH, AGG, IJR, MUB | 13F-HR | 7/28/2021, 01:44 PM |
| Q1 2021 | 80 | $273M | +$63.2M | -$27M | +$36.2M | IVV, IJH, IJR, AGG, IEMG | 13F-HR | 4/30/2021, 08:08 AM |
| Q4 2020 | 69 | $222M | +$33.1M | -$22.2M | +$10.9M | IVV, IJH, AGG, IJR, MUB | 13F-HR | 1/12/2021, 02:16 PM |
| Q3 2020 | 71 | $184M | +$28.8M | -$20M | +$8.74M | IVV, IBHC, IJH, MUB, IJR | 13F-HR | 10/30/2020, 03:59 PM |
| Q2 2020 | 67 | $166M | +$7.79M | -$2.33M | +$5.47M | IVV, AGG, IJH, MUB, IJR | 13F-HR | 7/29/2020, 09:14 PM |
| Q1 2020 | 62 | $144M | +$16.5M | -$7.39M | +$9.06M | IVV, AGG, IJH, MUB, IJR | 13F-HR | 4/17/2020, 10:17 AM |
| Q4 2019 | 63 | $165M | $0 | $0 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 2/10/2020, 04:39 PM |