| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2023 | 32 | $137M | +$3.28M | -$583K | +$2.69M | VIG, SCHG, RSP, IJR, BSCO | 13F-HR | 4/13/2023, 10:53 AM |
| Q4 2022 | 31 | $128M | +$7.83M | -$7.91M | -$81.1K | VIG, SCHG, RSP, IJR, BSCO | 13F-HR | 1/25/2023, 01:27 PM |
| Q3 2022 | 30 | $119M | +$18.4M | -$7.37M | +$11M | VIG, SCHG, IJR, RSP, BSCO | 13F-HR | 11/10/2022, 11:06 AM |
| Q2 2022 | 27 | $113M | +$105M | -$103M | +$1.59M | VIG, SCHG, IJR, RSP, MGV | 13F-HR | 8/12/2022, 06:08 PM |
| Q1 2022 | 39 | $118M | +$108M | -$121M | -$12.7M | IVV, SPY, VT, IEFA, VEU | 13F-HR | 4/13/2022, 04:43 PM |
| Q4 2021 | 28 | $133M | $0 | $0 | VIG, SCHG, IJR, VO, AGG | 13F-HR | 2/14/2022, 08:25 PM |