| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 190 | $546M | +$29.5M | -$3.86M | +$25.7M | VOO, VTI, VXF, VTV, VXUS | 13F-HR | 10/15/2024, 03:55 PM |
| Q2 2024 | 268 | $493M | +$9.04M | -$2.43M | +$6.61M | VOO, VTI, VXF, VUG, VTV | 13F-HR | 7/12/2024, 03:22 PM |
| Q1 2024 | 204 | $478M | +$8.38M | -$2.65M | +$5.73M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 4/12/2024, 12:34 PM |
| Q4 2023 | 220 | $435M | +$14.2M | -$2.13M | +$12.1M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 1/19/2024, 10:39 AM |
| Q3 2023 | 234 | $381M | +$12M | -$2.84M | +$9.12M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 10/12/2023, 04:03 PM |
| Q2 2023 | 231 | $385M | +$22.2M | -$6.78M | +$15.5M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 7/20/2023, 05:00 PM |
| Q1 2023 | 228 | $348M | +$17M | -$5.44M | +$11.6M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 4/14/2023, 11:27 AM |
| Q4 2022 | 226 | $319M | +$43.8M | -$38.6M | +$5.13M | VOO, VTI, VTV, VXF, VUG | 13F-HR | 1/11/2023, 12:16 PM |
| Q3 2022 | 220 | $290M | +$18.5M | -$1.65M | +$16.9M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 10/11/2022, 02:01 PM |
| Q2 2022 | 242 | $291M | +$10M | -$303K | +$9.72M | VOO, VTI, VXF, VTV, VXUS | 13F-HR | 7/13/2022, 03:56 PM |
| Q1 2022 | 209 | $337M | +$48.5M | -$713K | +$47.8M | VOO, VTI, VXF, VTV, VUG | 13F-HR | 4/22/2022, 04:38 PM |
| Q4 2021 | 204 | $306M | +$18M | -$6.82M | +$11.2M | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 1/14/2022, 05:33 PM |
| Q3 2021 | 203 | $277M | +$6.51M | -$882K | +$5.62M | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 10/12/2021, 02:15 PM |
| Q2 2021 | 196 | $276M | +$5.71M | -$486K | +$5.22M | VOO, VXF, VTI, VXUS, VUG | 13F-HR | 7/27/2021, 09:15 AM |
| Q1 2021 | 195 | $254M | +$33.3M | -$1.69M | +$31.6M | VOO, VXF, VTI, VXUS, VUG | 13F-HR | 4/14/2021, 01:18 PM |
| Q4 2020 | 186 | $208M | +$13.1M | -$2.56M | +$10.5M | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 1/28/2021, 11:30 AM |
| Q3 2020 | 173 | $173M | +$1.7M | -$2.48M | -$771K | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 10/15/2020, 09:48 AM |
| Q2 2020 | 177 | $162M | +$11.3M | -$1.62M | +$9.65M | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 8/27/2020, 02:38 PM |
| Q1 2020 | 179 | $126M | +$1.84M | -$5.09M | -$3.25M | VOO, VXF, VTI, VUG, VTV | 13F-HR | 8/27/2020, 02:37 PM |
| Q4 2019 | 181 | $168M | $0 | $0 | VOO, VXF, VTI, VUG, VXUS | 13F-HR | 8/27/2020, 02:36 PM |