| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 9 | $135M | +$18.6M | -$13.7M | +$4.91M | VTI, IVV, VWO, USRT, GNR | 13F-HR | 11/9/2020, 05:29 PM |
| Q2 2020 | 10 | $122M | +$17.1M | $0 | +$17.1M | VTI, VWO, IVV, GNR, VXF | 13F-HR | 8/7/2020, 10:22 AM |
| Q1 2020 | 10 | $87.5M | +$352K | -$9.57M | -$9.22M | VTI, VWO, USRT, GNR, VXF | 13F-HR | 5/12/2020, 04:06 PM |
| Q4 2019 | 12 | $126M | $0 | $0 | VTI, VWO, GNR, USRT, VXF | 13F-HR | 5/12/2020, 04:04 PM |