| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 483 | $299M | +$19.9M | -$6.09M | +$13.8M | IEFA, IJH, MINT, EMXC, MDY | 13F-HR | 7/26/2024, 10:55 AM |
| Q1 2024 | 485 | $291M | +$45.5M | -$7.86M | +$37.6M | IJH, IEFA, MINT, MDY, VCSH | 13F-HR | 5/8/2024, 11:15 AM |
| Q4 2023 | 468 | $246M | IJH, IEFA, MINT, MDY, VCSH | 13F-HR | 2/8/2024, 04:32 PM |