| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 334 | $126M | +$4.62M | -$2.16M | +$2.46M | SCHB, SCHD, SCHF, SCHA, AAPL | 13F-HR | 10/1/2024, 02:25 PM |
| Q2 2024 | 316 | $115M | +$6.76M | -$3.16M | +$3.6M | SCHB, SCHD, SCHF, SCHA, AAPL | 13F-HR | 7/2/2024, 12:46 PM |
| Q1 2024 | 293 | $112M | +$4.74M | -$1.98M | +$2.76M | SCHB, SCHD, SCHF, SCHA, VTI | 13F-HR | 4/5/2024, 12:35 PM |
| Q4 2023 | 297 | $104M | $0 | $0 | SCHB, SCHD, SCHF, SCHA, AAPL | 13F-HR | 2/14/2024, 12:50 PM | |
| Q2 2020 | 267 | $54.1M | +$2.67M | -$2.22M | +$451K | SCHB, VTI, SCHD, AAPL, SCHA | 13F-HR | 7/29/2020, 09:08 AM |
| Q1 2020 | 258 | $46.7M | $0 | $0 | SCHB, ICSH, VTI, SCHD, SCHF | 13F-HR | 5/13/2020, 12:45 PM |