| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 127 | $589M | +$24.1M | -$2.05M | +$22.1M | IVV, IWF, VTV, VTI, AGG | 13F-HR | 1/17/2025, 04:56 PM |
| Q3 2024 | 120 | $573M | +$21.8M | -$7.22M | +$14.6M | VTV, IVV, IWF, VTI, AGG | 13F-HR | 10/28/2024, 04:37 PM |
| Q2 2024 | 112 | $527M | +$12.9M | -$9.57M | +$3.3M | IVV, IWF, VTV, VTI, AGG | 13F-HR | 7/18/2024, 03:53 PM |
| Q1 2024 | 127 | $517M | +$34.9M | -$5.52M | +$29.4M | IVV, VTV, IWF, VTI, VIG | 13F-HR | 5/2/2024, 02:44 PM |
| Q4 2023 | 105 | $477M | +$19.4M | -$26.4M | -$6.97M | VTV, IVV, IWF, VTI, AGG | 13F-HR | 2/7/2024, 11:11 AM |
| Q3 2023 | 114 | $442M | +$20.1M | -$16.3M | +$3.79M | VTV, IWF, IVV, VTI, AGG | 13F-HR | 10/31/2023, 03:27 PM |
| Q2 2023 | 109 | $456M | +$53.6M | -$974K | +$52.7M | IWF, IVV, VTV, VTI, VIG | 13F-HR | 7/24/2023, 04:59 PM |
| Q1 2023 | 102 | $384M | +$4.37M | -$46.2M | -$41.8M | IVV, VTV, VTI, IWF, VIG | 13F-HR | 4/18/2023, 12:31 PM |
| Q4 2022 | 97 | $407M | VTV, IVV, IWF, VTI, VIG | 13F-HR | 1/30/2023, 02:48 PM | |||
| Q3 2022 | 7 | $31.9M | AGG, IJH, VEA, VEU, GOOGL | 13F-HR | 11/2/2022, 09:55 AM | |||
| Q2 2022 | 104 | $387M | +$27.6M | -$5.58M | +$22.1M | VTV, IVV, IWF, VTI, VIG | 13F-HR | 7/26/2022, 12:51 PM |
| Q1 2022 | 95 | $427M | +$36.9M | -$8.97M | +$27.9M | IWF, IVV, VTV, VTI, VIG | 13F-HR | 5/3/2022, 01:12 PM |
| Q4 2021 | 78 | $423M | +$29.9M | -$11.6M | +$18.3M | IWF, IVV, VTI, VTV, USMV | 13F-HR | 1/31/2022, 11:15 AM |
| Q3 2021 | 74 | $375M | +$35.4M | -$26.8M | +$8.6M | IWF, IVV, VTI, USMV, VTV | 13F-HR | 11/12/2021, 12:01 PM |
| Q2 2021 | 87 | $369M | +$185M | -$10.5M | +$175M | USMV, IWF, IVV, VTI, IJH | 13F-HR | 7/27/2021, 11:23 AM |
| Q1 2021 | 48 | $184M | +$9.7M | -$127M | -$117M | USMV, IVV, ACWV, IJH, IJR | 13F-HR | 4/27/2021, 01:33 PM |
| Q4 2020 | 415 | $292M | USMV, IWF, IVV, VTI, ACWV | 13F-HR | 3/19/2021, 11:04 AM |