| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 647 | $233M | +$15.1M | -$8.97M | +$6.18M | SPLG, IVW, DYNF, IVV, QUAL | 13F-HR | 2/14/2025, 10:26 AM |
| Q3 2024 | 658 | $226M | +$22.7M | -$14.1M | +$8.58M | SPLG, IVW, DYNF, IVV, QUAL | 13F-HR | 11/13/2024, 11:28 AM |
| Q2 2024 | 647 | $207M | +$23.4M | -$16.7M | +$6.68M | SPLG, IVW, DYNF, IVV, QUAL | 13F-HR | 8/13/2024, 03:25 PM |
| Q1 2024 | 627 | $202M | $0 | $0 | SPLG, IVV, QUAL, DYNF, EFV | 13F-HR | 5/15/2024, 12:23 PM |