| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 568 | $246M | +$1.01M | -$6.66M | -$5.65M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 2/14/2025, 10:13 AM |
| Q3 2024 | 563 | $250M | +$5.67M | -$3.36M | +$2.31M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/14/2024, 05:28 PM |
| Q1 2024 | 618 | $230M | +$5.58M | -$1.28M | +$4.3M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 5/16/2024, 04:56 PM |
| Q4 2023 | 555 | $211M | +$15.4M | -$3.1M | +$12.3M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 2/14/2024, 02:03 PM |
| Q3 2023 | 50 | $179M | +$2.88M | -$1.39M | +$1.49M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/15/2023, 10:45 AM |
| Q2 2023 | 48 | $185M | +$2.78M | -$490K | +$2.29M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 7/31/2023, 11:54 AM |
| Q1 2023 | 44 | $172M | +$2.53M | -$974K | +$1.56M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 4/21/2023, 02:57 PM |
| Q4 2022 | 51 | $172M | +$28.6M | -$5.77M | +$22.8M | IWD, IWF, VEA, IWP, IWS | 13F-HR | 2/13/2023, 04:42 PM |
| Q3 2022 | 48 | $143M | +$116M | -$15.3K | +$116M | IWF, IWD, VEA, IWP, IWS | 13F-HR | 11/9/2022, 11:27 AM |
| Q2 2022 | 28 | $36.1M | +$3.38M | -$95.2M | -$91.9M | IWD, IWF, TSLA, VEA, IGSB | 13F-HR | 8/15/2022, 07:52 AM |
| Q1 2022 | 44 | $169M | IWF, IWD, VEA, BND, IWP | 13F-HR | 5/16/2022, 04:10 PM | |||
| Q4 2021 | 47 | $172M | +$1.75M | -$1.52M | +$236K | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/14/2022, 01:18 PM |
| Q3 2021 | 43 | $161M | +$3.33M | -$616K | +$2.72M | IWF, IWD, VEA, BND, IWP | 13F-HR | 11/15/2021, 06:38 AM |
| Q2 2021 | 42 | $159M | +$2.8M | -$2.27M | +$526K | IWF, IWD, VEA, BND, IWP | 13F-HR | 8/13/2021, 04:04 PM |
| Q1 2021 | 44 | $149M | +$164K | -$58.8M | -$58.7M | IWF, IWD, VEA, BND, IWP | 13F-HR | 5/17/2021, 05:16 PM |
| Q4 2020 | 273 | $200M | +$29.2M | -$1.28M | +$28M | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/11/2021, 07:14 AM |
| Q3 2020 | 52 | $155M | +$16.4M | -$1.7M | +$14.7M | IWF, IWD, VEA, BND, IWP | 13F-HR | 11/13/2020, 03:39 PM |
| Q2 2020 | 370 | $147M | +$12.8M | -$5M | +$7.78M | IWF, IWD, BND, VEA, IWP | 13F-HR | 8/14/2020, 03:37 PM |
| Q1 2020 | 360 | $119M | +$9.69M | -$4M | +$5.69M | IWF, IWD, BND, VEA, IWP | 13F-HR | 5/15/2020, 01:29 PM |
| Q4 2019 | 443 | $142M | IWF, IWD, VEA, BND, IWP | 13F-HR | 2/21/2020, 03:41 PM |