| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 84 | $128M | +$4.12M | -$4.43M | -$313K | VEA, SPDW, BND, VOTE, SPAB, SPEM | 13F-HR | 4/25/2024, 02:58 PM |
| Q4 2023 | 82 | $122M | +$13M | -$11M | +$2.02M | VEA, SPDW, BND, SPAB, AAPL, VOTE | 13F-HR | 1/18/2024, 09:53 AM |
| Q3 2023 | 80 | $110M | +$10.2M | -$2.47M | +$7.75M | SPDW, VEA, BND, AAPL, VOTE, SPAB | 13F-HR | 10/19/2023, 11:59 AM |
| Q2 2023 | 79 | $107M | $0 | $0 | SPDW, VEA, SPAB, AAPL, VOTE, BND | 13F-HR | 7/24/2023, 01:45 PM |