Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2018 | 196 | $98M | +$33.9M | -$16.4M | +$17.6M | ITOT, IVV, XMLVXXXX, SDY, IDV | 13F-HR | 4/30/2018, 11:14 AM |
Q4 2017 | 203 | $101M | ITOT, SHM, AGG, XMLVXXXX, SDY | 13F-HR | 1/9/2018, 09:34 AM |