| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 1,298 | $301M | +$14.8M | -$2.07M | +$12.7M | IJR, IEMG, AGG, VEA, IVV | 13F-HR | 11/4/2024, 09:19 AM |
| Q2 2024 | 1,165 | $271M | +$10.7M | -$4.32M | +$6.39M | IJR, IEMG, AGG, VEA, IVV | 13F-HR | 8/9/2024, 10:17 AM |
| Q1 2024 | 1,290 | $263M | +$10.3M | -$7.37M | +$2.9M | IJR, IEMG, AGG, VEA, IVV | 13F-HR | 8/8/2024, 09:36 AM |
| Q4 2023 | 1,318 | $249M | +$28.6M | -$36.2M | -$7.56M | IJR, AGG, IEMG, VEA, IVV | 13F-HR | 8/8/2024, 09:37 AM |
| Q3 2023 | 1,165 | $235M | +$9.84M | -$2.74M | +$7.11M | IEMG, IJR, XLP, AGG, VEA | 13F-HR | 8/8/2024, 09:22 AM |
| Q2 2023 | 1,193 | $239M | +$17.8M | -$10M | +$7.8M | IEMG, IJR, XLP, VEA, AGG | 13F-HR | 8/8/2024, 09:31 AM |
| Q1 2023 | 718 | $223M | +$11.6M | -$2.6M | +$8.99M | IEMG, VEA, IJR, XLP, XLU | 13F-HR | 8/7/2024, 09:58 AM |
| Q4 2022 | 716 | $204M | +$13.4M | -$6.76M | +$6.59M | VEA, XLP, IEMG, IJR, XLU | 13F-HR | 8/7/2024, 10:03 AM |
| Q3 2022 | 748 | $185M | +$32.1M | -$12.3M | +$19.9M | XLU, XLP, VEA, IJR, IEMG | 13F-HR | 8/7/2024, 10:15 AM |
| Q2 2022 | 113 | $180M | +$69.4M | -$7.71M | +$61.7M | XLU, VEA, XLP, IJR, VTI | 13F-HR | 8/12/2024, 04:29 PM |
| Q1 2022 | 111 | $139M | +$27.9M | -$1.6M | +$26.3M | AGG, IJR, VEA, SCHX, IEMG | 13F-HR | 8/12/2024, 09:13 AM |
| Q4 2021 | 106 | $127M | $0 | $0 | AGG, IJR, SCHX, VEA, IEMG | 13F-HR | 8/12/2024, 09:49 AM |