| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 97 | $252M | +$26.8M | -$1.47M | +$25.3M | DFAU, BND, VUSB, AVUV, DFAI | 13F-HR | 7/30/2024, 05:29 PM |
| Q1 2024 | 94 | $226M | +$29.8M | -$2.03M | +$27.8M | DFAU, BND, VUSB, DFAI, AVUV | 13F-HR | 4/26/2024, 12:46 PM |
| Q4 2023 | 86 | $188M | $0 | $0 | DFAU, BND, VUSB, VB, AVUV | 13F-HR | 1/31/2024, 03:53 PM |