| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 498 | $29.7B | +$4.02B | -$630M | +$3.39B | SCHF, IWM, VWO, BSV, VNQ | 13F-HR | 1/31/2025, 12:00 PM |
| Q3 2024 | 502 | $29.6B | +$922M | -$198M | +$724M | SCHF, IWM, VWO, BSV, VNQ | 13F-HR | 11/5/2024, 03:32 PM |
| Q2 2024 | 490 | $26.9B | +$1.21B | -$467M | +$747M | SCHF, IWM, VWO, BSV, VNQ | 13F-HR | 7/25/2024, 01:34 PM |
| Q1 2024 | 494 | $26.7B | +$1.29B | -$1.05B | +$233M | SCHF, IWM, VWO, BSV, VNQ | 13F-HR | 5/2/2024, 01:35 PM |
| Q4 2023 | 475 | $25.4B | +$1.48B | -$703M | +$782M | SCHF, IWM, VWO, BSV, VNQ | 13F-HR | 2/7/2024, 08:46 AM |
| Q3 2023 | 496 | $22.6B | +$1.43B | -$995M | +$436M | SCHF, IWM, BSV, VWO, VGIT | 13F-HR | 11/3/2023, 06:43 PM |
| Q2 2023 | 481 | $23.2B | +$745M | -$351M | +$394M | SCHF, IWM, BSV, VWO, VNQ | 13F-HR | 8/10/2023, 03:11 PM |
| Q1 2023 | 484 | $22.3B | SCHF, IWM, BSV, VWO, VNQ | 13F-HR | 5/25/2023, 04:53 PM |