| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 37 | $108M | +$8.16M | -$36.6K | +$8.12M | VTI, BND, QQQ, VCIT, FBND | 13F-HR | 7/12/2024, 02:52 PM |
| Q1 2024 | 29 | $99.8M | +$3.48M | -$962K | +$2.52M | VTI, BND, QQQ, VCIT, FBND | 13F-HR | 5/6/2024, 09:46 PM |
| Q4 2023 | 29 | $94.1M | $0 | $0 | VTI, BND, VCIT, QQQ, FBND | 13F-HR | 5/6/2024, 12:49 PM |