| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 41 | $176M | +$3.48M | -$956K | +$2.53M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 10/28/2024, 05:23 PM |
| Q2 2024 | 43 | $161M | +$3.24M | -$364K | +$2.88M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 8/2/2024, 02:09 PM |
| Q1 2024 | 40 | $159M | +$17.1M | -$1.32M | +$15.8M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 5/3/2024, 10:22 AM |
| Q4 2023 | 37 | $148M | +$4.34M | -$4.53M | -$196K | VEA, IVV, VWO, IJH, GGG | 13F-HR | 2/6/2024, 04:31 PM |
| Q3 2023 | 37 | $134M | +$8.89M | -$861K | +$8.03M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 11/1/2023, 08:58 AM |
| Q2 2023 | 39 | $134M | +$2.78M | -$475K | +$2.3M | VEA, IVV, VWO, GGG, IJH | 13F-HR | 7/14/2023, 01:42 PM |
| Q1 2023 | 36 | $126M | +$5.21M | -$815K | +$4.39M | VEA, IVV, VWO, GGG, IJH | 13F-HR | 4/18/2023, 10:52 AM |
| Q4 2022 | 35 | $117M | +$3.29M | -$2.32M | +$972K | VEA, IVV, VWO, IJH, GGG | 13F-HR | 1/27/2023, 05:45 PM |
| Q3 2022 | 35 | $106M | +$4.3M | -$458K | +$3.84M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 11/9/2022, 12:17 PM |
| Q2 2022 | 35 | $110M | +$6.5M | -$1.5M | +$5M | VEA, IVV, VWO, IJH, GGG | 13F-HR | 8/12/2022, 11:40 AM |
| Q1 2022 | 38 | $121M | +$4.19M | -$4.28M | -$80.9K | VEA, IVV, VWO, GGG, IJH | 13F-HR | 5/16/2022, 04:18 PM |
| Q4 2021 | 38 | $126M | $0 | $0 | VEA, IVV, VWO, GGG, IJH | 13F-HR | 2/15/2022, 04:24 PM |