| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 325 | $3.06B | +$83.4M | -$19.4M | +$64M | IVV, SPYG, AGG, ABFL, BINC | 13F-HR | 1/28/2025, 03:33 PM |
| Q3 2024 | 314 | $3.04B | +$83.7M | -$28.1M | +$55.7M | IVV, SPYG, AGG, TTAC, BINC | 13F-HR | 10/9/2024, 10:14 AM |
| Q2 2024 | 303 | $2.86B | +$361M | -$333M | +$27.7M | IVV, SPYG, AGG, TTAC, BINC | 13F-HR | 7/24/2024, 04:30 PM |
| Q1 2024 | 293 | $2.8B | +$334M | -$250M | +$83.6M | IVV, SPYG, IEFA, AGG, TTAC | 13F-HR | 5/14/2024, 02:08 PM |
| Q4 2023 | 279 | $2.58B | IVV, SPYG, IEFA, AGG, MBB | 13F-HR | 2/7/2024, 08:00 PM |