| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 26 | $140M | +$25.4M | -$2.58M | +$22.8M | VT, VGSH, VGIT, VTI, AGG | 13F-HR | 8/14/2024, 02:18 PM |
| Q1 2024 | 30 | $117M | +$20M | -$1.32M | +$18.7M | VGSH, VT, VGIT, VTI, AGG | 13F-HR | 5/15/2024, 03:56 PM |
| Q4 2023 | 20 | $96.3M | $0 | $0 | VGSH, VT, VGIT, VTI, AGG | 13F-HR | 2/14/2024, 03:57 PM |