| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 4 | $49.4M | +$445K | -$443K | +$2.24K | VTI, VEA | 13F-HR | 11/14/2024, 06:50 AM |
| Q2 2024 | 4 | $46.7M | +$257K | -$264K | -$7.91K | VTI, VEA | 13F-HR | 8/14/2024, 07:36 AM |
| Q1 2024 | 4 | $46.2M | +$184K | -$2.59M | -$2.41M | VTI, VEA | 13F-HR | 5/15/2024, 10:01 AM |
| Q4 2023 | 4 | $45.7M | +$8.85M | $0 | +$8.85M | VTI, VEA | 13F-HR | 2/14/2024, 05:07 PM |
| Q3 2023 | 2 | $33.2M | +$9.2M | $0 | +$9.2M | VTI, VEA | 13F-HR | 11/14/2023, 09:05 AM |
| Q2 2023 | 2 | $25M | +$2.63M | $0 | +$2.63M | VTI, VEA | 13F-HR | 8/11/2023, 09:44 AM |
| Q1 2023 | 2 | $21.1M | $0 | -$8.09M | -$8.09M | VTI, VEA | 13F-HR | 5/15/2023, 02:20 PM |
| Q4 2022 | 2 | $27.3M | $0 | -$4.11M | -$4.11M | VTI, VEA | 13F-HR | 2/14/2023, 01:20 PM |
| Q3 2022 | 2 | $28.7M | $0 | $0 | VTI, VEA | 13F-HR | 11/14/2022, 02:51 PM | |
| Q2 2022 | 2 | $30.8M | $0 | $0 | VTI, VEA | 13F-HR | 8/15/2022, 12:25 PM | |
| Q1 2022 | 2 | $36.9M | $0 | -$10.4M | -$10.4M | VTI, VEA | 13F-HR | 5/13/2022, 12:33 PM |
| Q4 2021 | 2 | $50.2M | $0 | -$6.59M | -$6.59M | VTI, VEA | 13F-HR | 2/14/2022, 01:29 PM |
| Q3 2021 | 2 | $53.5M | $0 | $0 | VTI, VEA | 13F-HR | 11/15/2021, 03:19 PM | |
| Q2 2021 | 2 | $53.9M | $0 | $0 | VTI, VEA | 13F-HR | 8/13/2021, 01:26 PM | |
| Q1 2021 | 2 | $50.5M | $0 | -$63.1M | -$63.1M | VTI, VEA | 13F-HR | 5/14/2021, 12:19 PM |
| Q4 2020 | 2 | $108M | $0 | -$3.08M | -$3.08M | VTI, VEA | 13F-HR | 2/16/2021, 12:58 PM |
| Q3 2020 | 2 | $96.6M | $0 | $0 | VTI, VEA | 13F-HR | 11/13/2020, 04:27 PM | |
| Q2 2020 | 2 | $89.8M | $0 | -$54.1M | -$54.1M | VTI, VEA | 13F-HR | 8/14/2020, 02:11 PM |
| Q1 2020 | 3 | $122M | $0 | $0 | VTI, VEA, VWO | 13F-HR | 5/14/2020, 02:51 PM | |
| Q4 2019 | 3 | $157M | $0 | $0 | VTI, VEA, VWO | 13F-HR | 2/14/2020, 03:48 PM |