| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 309 | $448M | +$34.3M | -$36.6M | -$2.3M | BIV, IWF, VUG, AAPL, VTV | 13F-HR | 10/23/2024, 07:38 PM |
| Q2 2024 | 295 | $429M | +$90.8M | -$44M | +$46.8M | BIV, IWF, VUG, AAPL, VTV | 13F-HR | 7/31/2024, 09:02 PM |
| Q1 2024 | 275 | $381M | +$44.5M | -$125M | -$80.1M | BIV, IWF, VUG, VHT, MSFT | 13F-HR | 4/30/2024, 03:54 PM |
| Q4 2023 | 296 | $438M | +$38.8M | -$51.5M | -$12.7M | AAPL, BIV, IWF, VHT, MA | 13F-HR | 1/29/2024, 02:50 PM |
| Q3 2023 | 313 | $412M | +$39.8M | -$28M | +$11.8M | AAPL, BIV, VHT, IWF, MA | 13F-HR | 11/13/2023, 05:28 PM |
| Q2 2023 | 316 | $421M | +$51.1M | -$18.6M | +$32.6M | AAPL, BIV, VHT, IWF, MA | 13F-HR | 8/14/2023, 02:49 PM |
| Q1 2023 | 280 | $370M | $0 | $0 | AAPL, VHT, BIV, IWF, MA | 13F-HR | 5/11/2023, 04:07 PM |