| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 92 | $243M | +$4.91M | -$2.16M | +$2.75M | VTI, MSFT, IXUS, QUAL, AGG | 13F-HR | 10/7/2024, 06:52 PM |
| Q2 2024 | 80 | $230M | +$6.14M | -$2.93M | +$3.21M | VTI, MSFT, IXUS, QUAL, AGG | 13F-HR | 7/30/2024, 05:13 PM |
| Q1 2024 | 80 | $223M | +$3.64M | -$1.69M | +$1.96M | VTI, MSFT, IXUS, QUAL, AGG | 13F-HR | 4/17/2024, 06:28 PM |
| Q4 2023 | 80 | $210M | $0 | $0 | VTI, MSFT, IXUS, AGG, QUAL | 13F-HR | 3/15/2024, 01:59 PM |