| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2021 | 42 | $213M | +$5.89M | -$10.9M | -$5.03M | VTI, BOND, USMV, VEU, TOTL | 13F-HR | 11/5/2021, 02:29 PM |
| Q2 2021 | 41 | $221M | +$24.9M | -$12.5M | +$12.4M | VTI, BOND, ARKK, USMV, VEU | 13F-HR | 8/3/2021, 08:50 PM |
| Q1 2021 | 38 | $198M | +$20.3M | -$20.3M | -$25.4K | VTI, BOND, ARKK, USMV, VEU | 13F-HR | 7/2/2021, 11:08 AM |
| Q4 2020 | 32 | $197M | $0 | $0 | VTI, BOND, USMV, ARKK, VEU | 13F-HR | 7/2/2021, 10:54 AM |