| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 57 | $211M | +$25.5M | -$4.04M | +$21.4M | IVV, IWF, IJR, IJH, IEFA | 13F-HR | 7/26/2024, 02:47 PM |
| Q1 2024 | 56 | $188M | +$20.4M | -$1.61M | +$18.8M | IVV, IWF, IJR, IJH, IEFA | 13F-HR | 5/7/2024, 11:34 AM |
| Q4 2023 | 53 | $169M | $0 | $0 | IVV, IJR, IWF, IJH, IEFA | 13F-HR | 2/22/2024, 12:57 PM |