| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 514 | $1.28B | +$285M | -$32.9M | +$252M | DFAU, SPY, SPYG, SPYV, NVDA | 13F-HR | 1/16/2025, 11:05 AM |
| Q3 2024 | 469 | $979M | +$183M | -$72.2M | +$111M | DFAU, SPY, SPYG, SPYV, NVDA | 13F-HR | 10/25/2024, 05:03 PM |
| Q2 2024 | 432 | $772M | $0 | $0 | DFAU, DFAC, SPY, SPYV, SPYG | 13F-HR | 8/8/2024, 03:49 PM |