| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 168 | $548M | +$90.5M | -$7.17M | +$83.3M | IWB, JPST, VV, IJR, IVV | 13F-HR | 2/11/2025, 11:57 AM |
| Q3 2024 | 148 | $476M | +$44.6M | -$11.8M | +$32.8M | IWB, IJR, VV, IVV, JIVE | 13F-HR | 11/4/2024, 03:57 PM |
| Q2 2024 | 140 | $421M | +$42.9M | -$29.7M | +$13.2M | IWB, IJR, IVV, SCHG, VV | 13F-HR | 7/26/2024, 12:09 PM |
| Q1 2024 | 134 | $406M | +$47.9M | -$24.5M | +$23.4M | IWB, IJR, IVV, SCHG, EFV | 13F-HR | 4/30/2024, 11:27 AM |
| Q4 2023 | 115 | $364M | +$56.8M | -$4.13M | +$52.7M | IWB, IJR, IVV, JPST, SCHG | 13F-HR | 2/1/2024, 06:20 PM |
| Q3 2023 | 100 | $287M | +$19.1M | -$2.58M | +$16.5M | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 11/1/2023, 03:30 PM |
| Q2 2023 | 84 | $282M | +$17.4M | -$3.83M | +$13.6M | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 8/2/2023, 04:38 PM |
| Q1 2023 | 81 | $256M | +$19.8M | -$1.44M | +$18.3M | IWB, IJR, FVD, IVV, JPST | 13F-HR | 5/12/2023, 05:30 PM |
| Q4 2022 | 75 | $222M | +$18.7M | -$3.72M | +$15M | IWB, IJR, FVD, IVV, SCHG | 13F-HR | 2/9/2023, 01:31 PM |
| Q3 2022 | 75 | $198M | +$39.4M | -$10.7M | +$28.7M | IWB, IJR, FVD, JPST, IVV | 13F-HR | 11/14/2022, 10:43 AM |
| Q2 2022 | 67 | $184M | +$18.4M | -$21.4M | -$3.01M | IWB, FVD, IJR, VV, SCHG | 13F-HR | 8/8/2022, 03:23 PM |
| Q1 2022 | 74 | $225M | +$25.2M | -$9.39M | +$15.8M | IWB, FVD, VV, AGG, IJR | 13F-HR | 5/6/2022, 11:25 AM |
| Q4 2021 | 80 | $230M | +$14.8M | -$3.09M | +$11.7M | IWB, FVD, VV, AGG, IJR | 13F-HR | 2/3/2022, 04:28 PM |
| Q3 2021 | 67 | $207M | +$32.4M | -$20.2M | +$12.2M | IWB, AGG, FVD, VV, IJR | 13F-HR | 10/29/2021, 11:42 AM |
| Q2 2021 | 61 | $188M | +$255K | -$264K | -$8.62K | JPST, IWB, FVD, AGG, IJR | 13F-HR | 8/2/2021, 08:51 PM |
| Q1 2021 | 60 | $188M | +$23.4M | -$4.56M | +$18.8M | JPST, IWB, FVD, AGG, IJR | 13F-HR | 5/6/2021, 11:37 AM |
| Q4 2020 | 53 | $161M | JPST, IWB, AGG, FVD, IJR | Restatement | 5/6/2021, 11:32 AM |