| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2021 | 164 | $618M | +$66.6M | -$27.4M | +$39.2M | IVW, VEA, IVE, IJH, PFFD | 13F-HR | 7/7/2021, 11:54 AM |
| Q1 2021 | 151 | $548M | +$63.8M | -$21.8M | +$42M | IVW, VEA, IJH, IVE, PFF | 13F-HR | 4/14/2021, 08:56 PM |
| Q4 2020 | 141 | $482M | IVW, VEA, IVE, IJH, PFF | 13F-HR | 2/10/2021, 04:41 PM |