| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 534 | $425M | +$46M | -$8.85M | +$37.1M | VYM, VEA, VTI, VIG, VYMI | 13F-HR | 8/6/2024, 02:56 PM |
| Q1 2024 | 494 | $389M | +$13.3M | -$8.09M | +$5.25M | VYM, VEA, VIG, VYMI, MSFT | 13F-HR | 4/16/2024, 01:57 PM |
| Q4 2023 | 910 | $357M | +$289M | -$190M | +$98.6M | VYM, VEA, VIG, VYMI, AAPL | 13F-HR | 1/24/2024, 10:02 AM |
| Q3 2023 | 323 | $244M | $0 | $0 | IBTD, VYM, VEA, IJR, BIL | 13F-HR | 10/24/2023, 02:27 PM |