| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2021 | 47 | $162M | +$15.5M | -$3.42M | +$12.1M | SCHG, SCHV, VEA, FNDF, SCHA | 13F-HR | 7/29/2021, 10:44 AM |
| Q1 2021 | 42 | $144M | +$9.5M | -$12.7M | -$3.21M | SCHG, SCHV, VEA, FNDF, SCHA | 13F-HR | 5/12/2021, 11:51 AM |
| Q4 2020 | 43 | $139M | $0 | $0 | SCHG, SCHV, VEA, FNDF, SCHA | 13F-HR | 2/8/2021, 03:06 PM |