| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 28 | $23.8M | $0 | $0 | CSCO, ADP, IJH | 13F-HR | 11/3/2023, 02:39 PM | |
| Q2 2023 | 27 | $301M | +$1.38M | -$4.15M | -$2.77M | VOO, BND, SPY, IEFA, IJH | 13F-HR | 7/31/2023, 12:57 PM |
| Q1 2023 | 26 | $291M | +$20.8M | -$5.27M | +$15.6M | VOO, BND, SPY, IEFA, IJH | 13F-HR | 5/10/2023, 10:05 AM |
| Q4 2022 | 24 | $261M | +$12.8M | -$9.81M | +$3.02M | VOO, SPY, BND, IEFA, IJH | 13F-HR | 2/2/2023, 01:12 PM |
| Q3 2022 | 28 | $241M | +$3.69M | -$4.77M | -$1.08M | VOO, SPY, BND, IJH, IEFA | 13F-HR | 11/1/2022, 01:54 PM |
| Q2 2022 | 29 | $257M | +$9.31M | -$4.92M | +$4.38M | VOO, SPY, BND, IEFA, IJH | 13F-HR | 7/29/2022, 11:50 AM |
| Q1 2022 | 32 | $296M | +$15M | -$25.4M | -$10.5M | VOO, SPY, BND, IJH, IEFA | 13F-HR | 5/5/2022, 01:16 PM |
| Q4 2021 | 36 | $324M | +$22.7M | -$6.4M | +$16.3M | VOO, SPY, BND, IJH, IJR | 13F-HR | 2/7/2022, 09:53 AM |
| Q3 2021 | 34 | $289M | +$8.52M | -$1.54M | +$6.98M | VOO, SPY, BND, IJH, IEFA | 13F-HR | 11/5/2021, 01:52 PM |
| Q2 2021 | 34 | $287M | +$19.2M | -$2.73M | +$16.5M | VOO, SPY, BND, IJH, IEFA | 13F-HR | 8/4/2021, 03:00 PM |
| Q1 2021 | 29 | $253M | +$12.9M | -$11.2M | +$1.74M | VOO, SPY, BND, IJH, IJR | 13F-HR | 5/6/2021, 11:01 AM |
| Q4 2020 | 27 | $241M | +$76.7M | -$73.4M | +$3.31M | VOO, SPY, BND, IJH, IJR | 13F-HR | 2/4/2021, 10:06 AM |
| Q3 2020 | 27 | $197M | $0 | $0 | SPY, VOO, VEA, IEFA, IWB | 13F-HR | 11/13/2020, 01:16 PM | |
| Q2 2020 | 0 | 13F-NT | 8/6/2020, 10:28 AM | |||||
| Q1 2020 | 0 | 13F-NT | 5/6/2020, 12:01 PM | |||||
| Q4 2019 | 0 | 13F-NT | 2/5/2020, 08:57 AM | |||||
| Q3 2019 | 0 | 13F-NT | 10/21/2019, 04:10 PM | |||||
| Q2 2019 | 0 | 13F-NT | 8/5/2019, 04:35 PM | |||||
| Q1 2019 | 0 | 13F-NT | 5/1/2019, 09:53 AM | |||||
| Q4 2018 | 0 | 13F-NT | 1/31/2019, 09:26 AM | |||||
| Q3 2018 | 0 | 13F-NT | 10/26/2018, 10:14 AM | |||||
| Q2 2018 | 0 | 13F-NT | 7/26/2018, 09:29 AM | |||||
| Q1 2018 | 0 | 13F-NT | 5/4/2018, 10:40 AM | |||||
| Q4 2017 | 0 | 13F-NT | 1/31/2018, 09:18 AM | |||||
| Q3 2017 | 0 | 13F-NT | 11/7/2017, 08:20 AM | |||||
| Q2 2017 | 0 | 13F-NT | 7/27/2017, 09:29 AM | |||||
| Q1 2017 | 0 | 13F-NT | 5/2/2017, 09:52 AM | |||||
| Q4 2016 | 0 | 13F-NT | 2/1/2017, 08:35 AM | |||||
| Q3 2016 | 0 | 13F-NT | 10/31/2016, 09:04 AM | |||||
| Q2 2016 | 0 | 13F-NT | 8/1/2016, 10:06 AM | |||||
| Q1 2016 | 0 | 13F-NT | 5/3/2016, 10:02 AM | |||||
| Q4 2015 | 0 | 13F-NT | 2/2/2016, 10:21 AM | |||||
| Q3 2015 | 0 | 13F-NT | 10/30/2015, 09:48 AM | |||||
| Q2 2015 | 0 | 13F-NT | 7/31/2015, 09:57 AM | |||||
| Q1 2015 | 0 | 13F-NT | 4/27/2015, 10:36 AM | |||||
| Q4 2014 | 0 | 13F-NT | 1/29/2015, 08:40 AM | |||||
| Q3 2014 | 0 | 13F-NT | 11/7/2014, 08:39 AM | |||||
| Q2 2014 | 0 | 13F-NT | 8/1/2014, 10:05 AM | |||||
| Q1 2014 | 0 | 13F-NT | 5/5/2014, 11:48 AM | |||||
| Q4 2013 | 0 | 13F-NT | 1/29/2014, 08:56 AM |