| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 353 | $230M | +$53.6M | -$12M | +$41.6M | HELO, SCHD, IEFA, JMEE, AVUV | 13F-HR | 7/17/2024, 01:56 PM |
| Q1 2024 | 359 | $191M | +$9.58M | -$46.6M | -$37M | SCHD, HELO, IEFA, AVUV, IMTM | 13F-HR | 4/22/2024, 08:00 PM |
| Q4 2023 | 372 | $218M | +$69.9M | -$7.47M | +$62.5M | SCHD, HELO, IEFA, AVUV, UCON | 13F-HR | 1/12/2024, 02:44 PM |
| Q3 2023 | 368 | $143M | +$966K | -$6.72M | -$5.76M | SCHD, IEFA, AVUV, MUB, IMTM | 13F-HR | 10/24/2023, 07:21 PM |
| Q2 2023 | 359 | $154M | SCHD, IEFA, AVUV, IMTM, MUB | 13F-HR | 9/12/2023, 06:48 PM |