| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 93 | $203M | +$4.57M | -$3.01M | +$1.56M | SCHX, SCHD, SCHB, SCHG, SCHZ | 13F-HR | 8/8/2024, 11:37 AM |
| Q1 2024 | 97 | $200M | +$5.96M | -$2.5M | +$3.45M | SCHX, SCHD, SCHB, SCHZ, SCHG | 13F-HR | 8/8/2024, 11:32 AM |
| Q4 2023 | 93 | $187M | $0 | $0 | SCHX, SCHD, SCHB, SCHZ, SCHA | 13F-HR | 8/8/2024, 11:28 AM |