| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 424 | $292M | +$34.2M | -$42.7M | -$8.48M | VTI, VYM, VEA, SCHF, IJR | 13F-HR | 2/13/2025, 04:20 PM |
| Q3 2024 | 610 | $309M | +$22.5M | -$14.1M | +$8.35M | VTI, VYM, VEA, SCHF, IJR | 13F-HR | 11/13/2024, 02:21 PM |
| Q2 2024 | 578 | $282M | +$13.6M | -$25.9M | -$12.3M | VYM, VTI, VEA, IJR, VOT | 13F-HR | 8/8/2024, 02:18 PM |
| Q1 2024 | 650 | $296M | +$50.5M | -$21.1M | +$29.4M | VYM, VTI, IJR, VEA, VOT | 13F-HR | 5/13/2024, 01:58 PM |
| Q4 2023 | 597 | $250M | +$16.1M | -$44.4M | -$28.3M | VYM, VTI, IJR, VEA, VOT | 13F-HR | 2/12/2024, 10:24 AM |
| Q3 2023 | 771 | $253M | +$44.2M | -$4.26M | +$39.9M | VYM, VTI, IJR, VOT, VEA | 13F-HR | 11/13/2023, 03:48 PM |
| Q2 2023 | 356 | $221M | +$15.2M | -$2.19M | +$13M | VYM, VTI, IJR, VOT, VEA | 13F-HR | 8/8/2023, 06:28 PM |
| Q1 2023 | 343 | $201M | +$17.9M | -$5.71M | +$12.2M | VYM, VTI, IJR, VEA, VOT | 13F-HR | 5/9/2023, 11:54 AM |
| Q4 2022 | 359 | $187M | +$25.8M | -$4.63M | +$21.2M | VYM, IJR, VTI, VEA, VOT | 13F-HR | 2/13/2023, 02:10 PM |
| Q3 2022 | 324 | $152M | +$21.4M | -$1.47M | +$19.9M | VYM, IJR, VTI, VOT, MUB | 13F-HR | 11/14/2022, 11:18 AM |
| Q2 2022 | 290 | $142M | +$18.8M | -$1.11M | +$17.7M | VYM, IJR, VTI, VOT, VEA | 13F-HR | 8/11/2022, 04:59 PM |
| Q1 2022 | 309 | $145M | +$30.1M | -$1.3M | +$28.8M | VYM, IJR, VOT, VTI, VEA | 13F-HR | 5/12/2022, 04:03 PM |
| Q4 2021 | 292 | $123M | VYM, IJR, VOT, ACWV, VSS | 13F-HR | 2/14/2022, 08:52 AM |