| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 76 | $216M | +$36.2M | -$6.15M | +$30.1M | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 2/26/2025, 01:01 PM |
| Q3 2024 | 68 | $189M | +$56.6M | -$642K | +$56M | BIV, DFAC, BNDX, VEA, IGSB | 13F-HR | 11/19/2024, 12:29 PM |
| Q2 2024 | 28 | $127M | +$18.5M | -$246K | +$18.3M | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 8/7/2024, 12:46 PM |
| Q1 2024 | 20 | $108M | +$14.1M | -$8.66M | +$5.43M | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 5/3/2024, 12:10 PM |
| Q4 2023 | 26 | $100M | BIV, DFAC, BNDX, IGSB, VEA | 13F-HR | 2/9/2024, 11:01 AM |