| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 140 | $421M | +$42.9M | -$29.7M | +$13.2M | IWB, IJR, IVV, SCHG, VV | 13F-HR | 7/26/2024, 12:09 PM |
| Q1 2024 | 134 | $406M | +$47.9M | -$24.5M | +$23.4M | IWB, IJR, IVV, SCHG, EFV | 13F-HR | 4/30/2024, 11:27 AM |
| Q4 2023 | 117 | $364M | +$56.9M | -$4.13M | +$52.7M | IWB, IJR, IVV, JPST, SCHG | 13F-HR | 2/1/2024, 06:20 PM |
| Q3 2023 | 94 | $285M | +$19.1M | -$2.58M | +$16.5M | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 11/1/2023, 03:30 PM |
| Q2 2023 | 83 | $280M | +$15.6M | -$4.69M | +$10.9M | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 8/2/2023, 04:38 PM |
| Q1 2023 | 81 | $256M | +$19.8M | -$2.29M | +$17.5M | IWB, IJR, FVD, IVV, JPST | 13F-HR | 5/12/2023, 05:30 PM |
| Q4 2022 | 75 | $222M | +$18.7M | -$8.07M | +$10.6M | IWB, IJR, FVD, IVV, SCHG | 13F-HR | 2/9/2023, 02:31 PM |
| Q3 2022 | 76 | $198M | +$39.4M | -$12.2M | +$27.1M | IWB, IJR, FVD, JPST, IVV | 13F-HR | 11/14/2022, 11:43 AM |
| Q2 2022 | 67 | $184M | +$18.4M | -$25.4M | -$7.02M | IWB, FVD, IJR, VV, SCHG | 13F-HR | 8/8/2022, 03:23 PM |
| Q1 2022 | 74 | $225M | +$25.2M | -$11.9M | +$13.2M | IWB, FVD, VV, AGG, IJR | 13F-HR | 5/6/2022, 11:25 AM |
| Q4 2021 | 80 | $230M | +$14.8M | -$3.99M | +$10.8M | IWB, FVD, VV, AGG, IJR | 13F-HR | 2/3/2022, 05:28 PM |
| Q3 2021 | 67 | $207M | +$32.4M | -$20.2M | +$12.2M | IWB, AGG, FVD, VV, IJR | 13F-HR | 10/29/2021, 11:42 AM |
| Q2 2021 | 61 | $188M | +$255K | -$264K | -$8.62K | JPST, IWB, FVD, AGG, IJR | 13F-HR | 8/2/2021, 08:51 PM |
| Q1 2021 | 60 | $188M | +$23.4M | -$4.56M | +$18.8M | JPST, IWB, FVD, AGG, IJR | 13F-HR | 5/6/2021, 11:37 AM |
| Q4 2020 | 53 | $161M | $0 | $0 | JPST, IWB, AGG, FVD, IJR | Restatement | 5/6/2021, 11:32 AM |