| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 34 | $42.5M | +$1.27M | -$707K | +$567K | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 10/24/2024, 08:52 AM |
| Q2 2024 | 32 | $39.3M | +$5.23M | -$749K | +$4.48M | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 7/19/2024, 07:50 PM |
| Q1 2024 | 33 | $35.3M | +$1.51M | -$158K | +$1.35M | VTI, HDV, IJR, RSPT, FBND | 13F-HR | 4/22/2024, 09:56 AM |
| Q4 2023 | 28 | $32M | +$2.34M | -$2.28M | +$53.6K | VTI, HDV, IJR, RSPT, FBND | 13F-HR | 1/29/2024, 08:50 AM |
| Q3 2023 | 28 | $29.3M | +$4.35M | -$886K | +$3.46M | VTI, HDV, TOTL, IJR, RSPT | 13F-HR | 10/24/2023, 10:09 AM |
| Q2 2023 | 26 | $29.1M | +$389K | -$516K | -$127K | VTI, HDV, RSPT, IJR, XLY | 13F-HR | 7/31/2023, 09:42 AM |
| Q1 2023 | 26 | $27.6M | +$463K | -$1.41M | -$951K | VTI, HDV, IJR, RSPT, VHT | 13F-HR | 5/1/2023, 06:54 PM |
| Q4 2022 | 30 | $26.7M | +$677K | -$402K | +$275K | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 2/2/2023, 03:41 PM |
| Q3 2022 | 29 | $25.1M | +$2.4M | -$2.24M | +$157K | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 11/14/2022, 01:49 PM |
| Q2 2022 | 30 | $26.8M | +$1.98M | -$7.75M | -$5.77M | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 8/10/2022, 07:00 PM |
| Q1 2022 | 35 | $37.1M | +$2.44M | -$78.8M | -$76.3M | VTI, HDV, IJR, VHT, RSPT | 13F-HR | 5/16/2022, 03:23 PM |
| Q4 2021 | 62 | $118M | +$4.45M | -$3.82M | +$622K | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 2/9/2022, 03:53 PM |
| Q3 2021 | 65 | $110M | +$4.39M | -$2.98M | +$1.41M | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 11/15/2021, 01:04 PM |
| Q2 2021 | 63 | $110M | +$3.22M | -$4.47M | -$1.25M | VTI, VIG, VCSH, VHT, XLC | 13F-HR | 8/9/2021, 02:07 PM |
| Q1 2021 | 64 | $105M | +$3.64M | -$5.96M | -$2.32M | VTI, VIG, VHT, VCSH, XLC | 13F-HR | 5/14/2021, 06:33 PM |
| Q4 2020 | 66 | $102M | +$6.96M | -$11.7M | -$4.78M | VTI, VIG, VHT, XLC, VCSH | 13F-HR | 2/12/2021, 11:51 AM |
| Q3 2020 | 62 | $96.7M | +$8.64M | -$2.02M | +$6.62M | VTI, VIG, VHT, XLC, VYM | 13F-HR | 11/9/2020, 08:48 PM |
| Q2 2020 | 57 | $86.2M | +$10.1M | -$12.7M | -$2.6M | VTI, VIG, VHT, VYM, XLC | 13F-HR | 8/10/2020, 07:18 PM |
| Q1 2020 | 54 | $76.6M | +$2.84M | -$5.61M | -$2.77M | VTI, SDY, VHT, VYM, XLC | 13F-HR | 5/12/2020, 07:40 PM |
| Q4 2019 | 58 | $98.8M | $0 | $0 | VTI, SDY, VHT, VYM, IJR | 13F-HR | 2/12/2020, 08:17 PM |