| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 60 | $948M | +$56.7M | -$876K | +$55.9M | VUG, VTV, IEFA, BIV, VBR | 13F-HR | 2/12/2025, 12:42 PM |
| Q3 2024 | 54 | $915M | +$43.1M | -$789K | +$42.3M | VTV, VUG, IEFA, BIV, IEMG | 13F-HR | 11/14/2024, 12:54 PM |
| Q2 2024 | 52 | $824M | +$97.3M | -$17.6M | +$79.7M | VUG, VTV, IEFA, BIV, IEMG | 13F-HR | 8/12/2024, 05:08 PM |
| Q4 2023 | 51 | $699M | +$14.3M | -$511M | -$496M | VTV, VUG, IEFA, BIV, VBR | 13F-HR | 2/8/2024, 01:40 PM |
| Q3 2023 | 72 | $1.1B | +$307M | -$13.7M | +$293M | VTV, VUG, IEFA, BIV, IEMG | 13F-HR | 11/13/2023, 01:45 PM |
| Q2 2023 | 79 | $834M | +$268M | -$14M | +$254M | VUG, VTV, IEFA, BIV, IEMG | 13F-HR | 8/14/2023, 04:10 PM |
| Q1 2023 | 64 | $557M | +$396M | -$81K | +$396M | VUG, VTV, IEFA, BIV, IEMG | 13F-HR | 5/15/2023, 05:14 PM |
| Q4 2022 | 47 | $155M | VUG, VTV, IEFA, MUB, BIV | 13F-HR | 2/14/2023, 06:46 PM |