| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 64 | $48.7M | +$2.92M | -$1.66M | +$1.25M | AGG, TSLA, VTI, VEU, IVV | 13F-HR | 11/18/2024, 01:11 PM |
| Q2 2024 | 61 | $44.9M | +$3.54M | -$1.53M | +$2.01M | AGG, VTI, VEU, IVV, TSLA | 13F-HR | 8/14/2024, 10:45 AM |
| Q1 2024 | 59 | $42.2M | +$4.44M | -$633K | +$3.8M | AGG, VTI, VEU, IVV, BND | 13F-HR | 5/10/2024, 04:54 PM |
| Q4 2023 | 54 | $38.5M | +$3.1M | -$255K | +$2.85M | VTI, TSLA, VEU, AGG, IVV | 13F-HR | 2/13/2024, 06:15 PM |
| Q3 2023 | 44 | $33M | +$1.11M | -$49M | -$47.9M | TSLA, VTI, VEU, AGG, IVV | 13F-HR | 11/13/2023, 04:35 PM |
| Q2 2023 | 64 | $84.4M | +$47.3M | -$488K | +$46.8M | VTI, BND, TSLA, VXUS, VEU | 13F-HR | 8/10/2023, 03:30 PM |
| Q1 2023 | 39 | $35.3M | +$942K | -$332K | +$610K | VTI, BND, VXUS, VEU, TSLA | 13F-HR | 4/27/2023, 01:47 PM |
| Q4 2022 | 36 | $32.1M | +$309K | -$1.28M | -$971K | VTI, BND, VXUS, VEU, AGG | 13F-HR | 2/28/2023, 03:18 PM |
| Q3 2022 | 36 | $33.4M | +$3.55M | -$676K | +$2.88M | VTI, TSLA, BND, VXUS, AGG | Restatement | 12/15/2022, 03:01 PM |
| Q2 2022 | 39 | $34.2M | +$6.76M | -$2.02M | +$4.75M | VTI, BND, TSLA, VXUS, AGG | 13F-HR | 8/17/2022, 04:52 PM |
| Q1 2022 | 49 | $34.5M | +$247K | -$1.5M | -$1.25M | TSLA, VTI, VEU, BND, IVV | 13F-HR | 6/13/2022, 02:09 PM |
| Q4 2021 | 47 | $35.4M | $0 | $0 | TSLA, VEU, VTI, AGG, BND | 13F-HR | 6/13/2022, 02:07 PM | |
| Q3 2021 | 0 | 13F-NT | 11/15/2021, 11:48 AM |