| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 256 | $705M | +$80.5M | -$69M | +$11.5M | IVV, IVW, DGRW, IVE, IJH | 13F-HR | 2/13/2025, 04:03 PM |
| Q3 2024 | 258 | $721M | +$125M | -$57.3M | +$67.5M | IVV, IVE, DGRW, IVW, IJH | 13F-HR | 11/13/2024, 01:37 PM |
| Q2 2024 | 238 | $621M | +$73.8M | -$58.2M | +$15.6M | IVV, IVW, DGRW, IVE, IJH | 13F-HR | 8/13/2024, 05:41 PM |
| Q1 2024 | 221 | $599M | +$63.6M | -$33.6M | +$30M | IVV, DGRW, IVW, IVE, IJH | 13F-HR | 5/14/2024, 03:27 PM |
| Q4 2023 | 209 | $545M | +$60M | -$41.9M | +$18.1M | IVV, IVE, DGRW, IVW, IJH | 13F-HR | 2/13/2024, 02:47 PM |
| Q3 2023 | 208 | $482M | +$25M | -$17.8M | +$7.1M | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 11/14/2023, 05:09 PM |
| Q2 2023 | 194 | $491M | +$86.5M | -$71.7M | +$14.8M | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 8/11/2023, 01:27 PM |
| Q1 2023 | 177 | $464M | +$50.5M | -$111M | -$60.7M | IVV, DGRW, IVE, IVW, COWZ | 13F-HR | 5/12/2023, 05:43 PM |
| Q4 2022 | 209 | $549M | IVV, SCHD, IVE, DGRW, SPTM | 13F-HR | 2/14/2023, 03:06 PM |