| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 98 | $281M | +$4.4M | -$3.85M | +$547K | IVV, IJR, IJH, VEA, VWO | 13F-HR | 7/24/2024, 10:13 AM |
| Q1 2024 | 97 | $278M | +$22.1M | -$3.55M | +$18.5M | IVV, IJR, IJH, VEA, VWO | 13F-HR | 4/26/2024, 03:53 PM |
| Q4 2023 | 98 | $263M | +$2.85M | -$4.31M | -$1.46M | IVV, IJR, IJH, VEA, VWO | 13F-HR | 2/7/2024, 03:54 PM |
| Q3 2023 | 95 | $239M | +$5.15M | -$245K | +$4.9M | IVV, IJR, IJH, VEA, VWO | 13F-HR | 10/18/2023, 03:01 PM |
| Q2 2023 | 95 | $244M | $0 | $0 | IVV, IJR, IJH, VEA, VWO | 13F-HR | 7/26/2023, 12:13 PM |