| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 818 | $478M | +$16.5M | -$20.1M | -$3.61M | VXUS, IWB, MUB, VEU, IXUS | 13F-HR | 11/3/2023, 03:31 PM |
| Q2 2023 | 799 | $561M | +$40.5M | -$32.4M | +$8.1M | IGF, VXUS, IWB, MUB, VEU | 13F-HR | 8/8/2023, 02:58 PM |
| Q1 2023 | 815 | $537M | +$36.9M | -$336M | -$300M | IGF, VXUS, MUB, IWB, VEU | 13F-HR | 5/9/2023, 04:12 PM |
| Q4 2022 | 815 | $326M | +$52.5M | -$57.6M | -$5.14M | MUB, VEU, IXUS, SUB, VV | 13F-HR | 2/6/2023, 04:15 PM |
| Q3 2022 | 659 | $221M | +$23.2M | -$7.03M | +$16.2M | VEU, VV, SUB, DRE, SCHB | 13F-HR | 11/14/2022, 01:30 PM |
| Q2 2022 | 664 | $288M | +$44.1M | -$4.29M | +$39.8M | MUB, VEU, IXUS, VV, DRE | 13F-HR | 8/4/2022, 09:48 AM |
| Q1 2022 | 678 | $462M | +$60.2M | -$29M | +$31.2M | IGF, VXUS, IWB, VEU, IXUS | 13F-HR | 5/3/2022, 02:29 PM |
| Q4 2021 | 712 | $383M | +$27M | -$19.4M | +$7.53M | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 2/4/2022, 04:44 PM |
| Q3 2021 | 702 | $407M | +$9.39M | -$8.66M | +$733K | IGF, IWB, VXUS, VEU, IXUS | 13F-HR | 11/10/2021, 12:25 PM |
| Q2 2021 | 704 | $409M | +$6.66M | -$6.87M | -$209K | IWB, IGF, VXUS, VEU, IXUS | 13F-HR | 8/5/2021, 09:57 AM |
| Q1 2021 | 678 | $387M | +$37.8M | -$14.3M | +$23.4M | IGF, IWB, VXUS, VEU, IXUS | 13F-HR | 5/10/2021, 02:30 PM |
| Q4 2020 | 648 | $302M | +$26.7M | -$14.5M | +$12.2M | IWB, VXUS, VEU, IXUS, VV | 13F-HR | 2/11/2021, 05:58 PM |
| Q3 2020 | 642 | $220M | +$22.4M | -$12.4M | +$9.94M | IWB, VEU, IXUS, VV, MINT | 13F-HR | 11/12/2020, 12:45 PM |
| Q2 2020 | 721 | $227M | +$19.7M | -$6.29M | +$13.5M | IWB, VEU, VXUS, IXUS, VV | 13F-HR | 8/11/2020, 09:51 PM |
| Q1 2020 | 646 | $231M | +$93.4M | -$9.09M | +$84.3M | IGF, IWB, VEU, VXUS, IXUS | 13F-HR | 5/11/2020, 01:40 PM |
| Q4 2019 | 628 | $189M | IGF, IWB, ACWX, DRE, VEU | 13F-HR | 2/14/2020, 09:48 AM |