| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 563 | $250M | +$5.67M | -$3.36M | +$2.31M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/14/2024, 05:28 PM |
| Q1 2024 | 624 | $230M | +$5.58M | -$1.28M | +$4.3M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 5/16/2024, 04:56 PM |
| Q4 2023 | 579 | $211M | +$15.5M | -$3.1M | +$12.4M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 2/14/2024, 02:03 PM |
| Q3 2023 | 49 | $179M | +$2.88M | -$1.39M | +$1.49M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/15/2023, 10:45 AM |
| Q2 2023 | 48 | $185M | +$2.78M | -$892K | +$1.89M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 7/31/2023, 11:54 AM |
| Q1 2023 | 44 | $172M | +$2.53M | -$13M | -$10.4M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 4/21/2023, 02:57 PM |
| Q4 2022 | 51 | $172M | +$28.6M | -$8.57M | +$20M | IWD, IWF, VEA, IWP, IWS | 13F-HR | 2/13/2023, 05:42 PM |
| Q3 2022 | 48 | $143M | +$116M | -$5.84M | +$110M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/9/2022, 12:27 PM |
| Q2 2022 | 28 | $36.1M | +$3.38M | -$105M | -$102M | IWD, IWF, TSLA, VEA, IGSB | 13F-HR | 8/15/2022, 07:52 AM |
| Q1 2022 | 47 | $169M | $0 | $0 | IWF, IWD, VEA, BND, IWP | 13F-HR | 5/16/2022, 04:10 PM | |
| Q4 2021 | 47 | $172M | +$1.75M | -$1.52M | +$236K | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/14/2022, 02:18 PM |
| Q3 2021 | 43 | $161M | +$3.33M | -$616K | +$2.72M | IWF, IWD, VEA, BND, IWP | 13F-HR | 11/15/2021, 06:38 AM |
| Q2 2021 | 42 | $159M | +$2.8M | -$2.27M | +$526K | IWF, IWD, VEA, BND, IWP | 13F-HR | 8/13/2021, 04:04 PM |
| Q1 2021 | 44 | $149M | +$164K | -$58.8M | -$58.7M | IWF, IWD, VEA, BND, IWP | 13F-HR | 5/17/2021, 05:16 PM |
| Q4 2020 | 273 | $200M | +$29.2M | -$1.44M | +$27.8M | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/11/2021, 08:14 AM |
| Q3 2020 | 52 | $156M | +$16.4M | -$13.2M | +$3.16M | IWF, IWD, VEA, BND, IWP | 13F-HR | 11/13/2020, 04:39 PM |
| Q2 2020 | 381 | $147M | +$12.8M | -$5.55M | +$7.28M | IWF, IWD, BND, VEA, IWP | 13F-HR | 8/14/2020, 03:37 PM |
| Q1 2020 | 377 | $119M | +$9.71M | -$5.65M | +$4.06M | IWF, IWD, BND, VEA, IWP | 13F-HR | 5/15/2020, 01:29 PM |
| Q4 2019 | 456 | $142M | $0 | $0 | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/21/2020, 04:41 PM |