| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 166 | $183M | +$1.53M | -$1.59M | -$62.8K | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/18/2024, 12:17 PM |
| Q2 2024 | 157 | $174M | +$5.21M | -$2.01M | +$3.2M | VUG, VEA, BNDX, VTV, BSV | 13F-HR | 7/26/2024, 03:30 PM |
| Q1 2024 | 184 | $169M | +$5.94M | -$1.17M | +$4.77M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/3/2024, 12:34 PM |
| Q4 2023 | 213 | $157M | +$8.69M | -$598K | +$8.09M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 2/2/2024, 02:42 PM |
| Q3 2023 | 132 | $138M | +$3.36M | -$1.52M | +$1.84M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/20/2023, 01:30 PM |
| Q2 2023 | 147 | $142M | +$990K | -$2.65M | -$1.66M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 7/14/2023, 02:49 PM |
| Q1 2023 | 139 | $139M | +$5.25M | -$928K | +$4.32M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/5/2023, 02:55 PM |
| Q4 2022 | 141 | $128M | +$7.51M | -$747K | +$6.76M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 1/30/2023, 04:43 PM |
| Q3 2022 | 135 | $115M | +$2.01M | -$844K | +$1.16M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/31/2022, 05:50 PM |
| Q2 2022 | 135 | $122M | +$4.56M | -$1.79M | +$2.78M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 7/22/2022, 02:05 PM |
| Q1 2022 | 132 | $135M | +$7.26M | -$1.56M | +$5.7M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/4/2022, 02:53 PM |
| Q4 2021 | 143 | $136M | $0 | $0 | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 2/9/2022, 01:05 PM |