| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 41 | $234M | +$12.2M | -$1.47M | +$10.7M | VNQ, SCHP, IEF, DFAC, ESGV | 13F-HR | 10/7/2024, 09:56 AM |
| Q2 2024 | 41 | $206M | +$11.4M | -$1.5M | +$9.89M | VNQ, SCHP, IEF, DFAC, ESGV | 13F-HR | 8/1/2024, 06:49 PM |
| Q1 2024 | 41 | $199M | +$12M | -$6.23M | +$5.81M | VNQ, SCHP, IEF, DFAC, VTI | 13F-HR | 4/18/2024, 12:16 PM |
| Q4 2023 | 43 | $189M | +$8.08M | -$19.2M | -$11.1M | VNQ, SCHP, IEF, DFAC, VTI | 13F-HR | 1/22/2024, 08:55 AM |
| Q3 2023 | 37 | $171M | +$35.9M | -$3.36M | +$32.5M | VNQ, SCHP, IEF, DFAC, VTI | 13F-HR | 10/25/2023, 09:05 AM |
| Q2 2023 | 35 | $148M | +$23.3M | -$310K | +$22.9M | VNQ, SCHP, IEF, VTI, VEA | 13F-HR | 7/13/2023, 02:02 PM |
| Q1 2023 | 31 | $124M | +$9.34M | -$3.91M | +$5.43M | VNQ, SCHP, IEF, VTI, VEA | 13F-HR | 4/20/2023, 12:38 PM |
| Q4 2022 | 30 | $115M | +$13.1M | -$2.71M | +$10.3M | VNQ, SCHP, IEF, VTI, VEA | Restatement | 6/13/2023, 03:59 PM |
| Q3 2022 | 25 | $102M | +$4.7M | -$1.39M | +$3.32M | VNQ, SCHP, IEF, VTI, VEA | 13F-HR | 10/17/2022, 06:00 PM |
| Q2 2022 | 26 | $110M | +$17.9M | -$21.5M | -$3.56M | VNQ, SCHP, IEF, VTI, VEA | 13F-HR | 7/12/2022, 10:33 AM |
| Q1 2022 | 26 | $130M | +$18.8M | -$14.4M | +$4.41M | VNQ, IEF, TIP, SCHP, VTI | 13F-HR | 4/29/2022, 03:19 PM |
| Q4 2021 | 24 | $134M | $0 | $0 | VNQ, TIP, IEF, VTI, SPXL | 13F-HR | 2/2/2022, 06:09 PM |