| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 90 | $378M | +$35.5M | -$6.84M | +$28.7M | VOO, BIV, META, VUG, DFSI | 13F-HR | 11/1/2024, 12:43 PM |
| Q2 2024 | 78 | $329M | +$28.5M | -$13.3M | +$15.2M | VOO, BIV, META, VUG, VYM | 13F-HR | 7/12/2024, 03:03 PM |
| Q1 2024 | 69 | $309M | +$64.3M | -$3.1M | +$61.2M | VOO, BIV, META, VYM, VUG | 13F-HR | 4/17/2024, 06:20 PM |
| Q4 2023 | 59 | $233M | +$23.5M | -$1.13M | +$22.4M | VOO, BIV, VYM, VUG, DFSI | 13F-HR | 1/18/2024, 09:47 AM |
| Q3 2023 | 49 | $192M | +$15.8M | -$2.64M | +$13.2M | VOO, BIV, VYM, VUG, SUSB | 13F-HR | 10/24/2023, 09:26 PM |
| Q2 2023 | 44 | $185M | +$34.9M | -$4.97M | +$29.9M | VOO, BIV, VYM, DSI, SUSB | 13F-HR | 7/26/2023, 08:48 PM |
| Q1 2023 | 44 | $148M | +$37.8M | -$3.65M | +$34.2M | VOO, VYM, BIV, DSI, SUSB | 13F-HR | 5/3/2023, 09:30 PM |
| Q4 2022 | 39 | $108M | +$12.2M | -$8.81M | +$3.44M | VOO, VYM, IJR, DSI, DFUV | 13F-HR | 2/7/2023, 08:44 PM |
| Q3 2022 | 36 | $97.8M | +$7.15M | -$10.5M | -$3.33M | VOO, VYM, IJR, META, DSI | 13F-HR | 10/13/2022, 07:00 AM |
| Q2 2022 | 39 | $112M | $0 | $0 | VOO, VYM, VWO, IJR, META | 13F-HR | 9/8/2022, 01:12 PM | |
| Q1 2018 | 21 | $43.5M | +$638K | -$1.33M | -$695K | META, VWO, VOO, VGK, VYM | 13F-HR | 5/8/2018, 11:55 AM |
| Q4 2017 | 20 | $46.4M | $0 | $0 | META, VWO, VOO, VGK, VYM | 13F-HR | 1/29/2018, 11:03 AM |