| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2022 | 26 | $214M | +$17.5M | -$21.8M | -$4.26M | VGSH, IVV, IJJ, VO, VEA | 13F-HR | 4/29/2022, 03:16 PM |
| Q4 2021 | 35 | $227M | +$40.6M | -$1.82M | +$38.8M | VGSH, IVV, VO, IJJ, VEA | 13F-HR | 1/31/2022, 03:20 PM |
| Q3 2021 | 24 | $181M | +$19.2M | -$2.66M | +$16.6M | VGSH, IVV, VO, IJJ, VEA | 13F-HR | 11/4/2021, 04:41 PM |
| Q2 2021 | 24 | $166M | +$14.6M | -$2.1M | +$12.5M | VGSH, IVV, VO, IJJ, VEA | 13F-HR | 8/6/2021, 10:57 AM |
| Q1 2021 | 26 | $149M | +$21.6M | -$2.36M | +$19.2M | VGSH, IVV, IJJ, SCHP, STIP | 13F-HR | 4/30/2021, 05:31 PM |
| Q4 2020 | 27 | $124M | $0 | $0 | VGSH, IVV, VEA, IJJ, VO | 13F-HR | 2/12/2021, 10:26 AM |