| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 37 | $402M | +$2.14M | -$13.8M | -$11.7M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 10/2/2024, 04:39 PM |
| Q2 2024 | 58 | $391M | +$16.1M | -$3.1M | +$13M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 7/9/2024, 06:34 PM |
| Q1 2024 | 36 | $374M | +$17.5M | -$11.3M | +$6.2M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 4/10/2024, 03:06 PM |
| Q4 2023 | 58 | $346M | +$22.6M | -$21.4M | +$1.14M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 1/11/2024, 02:34 PM |
| Q3 2023 | 38 | $315M | +$14.3M | -$10.5M | +$3.77M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 10/11/2023, 02:51 PM |
| Q2 2023 | 37 | $324M | +$6.77M | -$5.56M | +$1.21M | IVW, IVE, VOT, VEA, VOE | 13F-HR | 7/10/2023, 03:27 PM |
| Q1 2023 | 37 | $308M | +$13.7M | -$8.58M | +$5.1M | IVW, IVE, VEA, VOT, VOE | 13F-HR | 4/12/2023, 03:05 PM |
| Q4 2022 | 55 | $252M | +$18.6M | -$18.3M | +$288K | IVW, VOE, VEA, VOT, VO | 13F-HR | 1/11/2023, 01:17 PM |
| Q3 2022 | 55 | $266M | +$15M | -$4.11M | +$10.9M | IVW, IVE, VOE, VEA, VOT | 13F-HR | 10/18/2022, 06:55 PM |
| Q2 2022 | 41 | $272M | +$21.3M | -$3.27M | +$18M | IVE, IVW, VOE, VEA, VOT | 13F-HR | 7/14/2022, 03:04 PM |
| Q1 2022 | 31 | $294M | +$13.4M | -$11.4M | +$1.97M | IVW, IVE, VOE, VOT, VEA | 13F-HR | 4/14/2022, 03:12 PM |
| Q4 2021 | 33 | $308M | +$12.7M | -$15.5M | -$2.72M | IVW, IVE, VOT, VEA, VO | 13F-HR | 1/14/2022, 04:24 PM |
| Q3 2021 | 61 | $295M | +$3.3M | -$4.98M | -$1.68M | IVW, IVE, VOT, VEA, VOE | 13F-HR | 10/27/2021, 12:29 PM |
| Q2 2021 | 64 | $294M | +$21.1M | -$21.7M | -$554K | IVW, IVE, VOT, VEA, VO | 13F-HR | 7/15/2021, 11:56 AM |
| Q1 2021 | 56 | $283M | +$17.4M | -$8.83M | +$8.59M | IVW, IVE, VGSH, VEA, VO | 13F-HR | 4/14/2021, 02:09 PM |
| Q4 2020 | 62 | $262M | +$38.1M | -$7.03M | +$31.1M | IVW, IVE, VGSH, VEA, VO | 13F-HR | 1/12/2021, 07:01 PM |
| Q3 2020 | 60 | $227M | +$14.6M | -$1.27M | +$13.3M | IVW, VGSH, IVE, VO, VEA | 13F-HR | 10/14/2020, 02:54 PM |
| Q2 2020 | 56 | $204M | $0 | $0 | IVW, VGSH, IVE, VO, VEA | 13F-HR | 7/22/2020, 05:52 PM |