| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 218 | $1.69B | +$76.8M | -$20.6M | +$56.3M | VGIT, IVV, MBB, IEFA, IVW | 13F-HR | 8/1/2024, 06:58 PM |
| Q1 2024 | 195 | $1.62B | +$99.1M | -$14.9M | +$84.2M | VGIT, IVV, MBB, IEFA, JQUA | 13F-HR | 5/13/2024, 10:01 AM |
| Q4 2023 | 190 | $1.46B | $0 | $0 | VGIT, IVV, MBB, IEFA, IVW | 13F-HR | 2/14/2024, 04:56 PM |