| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 74 | $95.5M | +$3.87M | -$1.76M | +$2.11M | VOO, V, IAU, CHDN, VGSH | 13F-HR | 11/4/2024, 09:01 AM |
| Q2 2024 | 68 | $88.4M | +$5.62M | -$5.23M | +$389K | VOO, V, IAU, CHDN, CVX | 13F-HR | 7/15/2024, 08:11 AM |
| Q1 2024 | 67 | $87.2M | +$3.24M | -$3.95M | -$709K | VOO, V, IAU, CHDN, CVX | 13F-HR | 4/15/2024, 02:18 PM |
| Q4 2023 | 67 | $82.4M | +$11.7M | -$10.1M | +$1.6M | VOO, V, CHDN, IAU, CVX | 13F-HR | 2/6/2024, 04:51 PM |
| Q3 2023 | 61 | $72.9M | +$2.17M | -$723K | +$1.45M | V, CVX, CHDN, IAU, VXUS | 13F-HR | 10/10/2023, 01:38 PM |
| Q2 2023 | 60 | $74.8M | +$4.42M | -$4.32M | +$96K | V, CHDN, CVX, IAU, VXUS | 13F-HR | 8/8/2023, 05:39 PM |
| Q1 2023 | 62 | $74.8M | +$6.14M | -$5.48M | +$664K | V, CHDN, CVX, IAU, VXUS | 13F-HR | 4/10/2023, 02:09 PM |
| Q4 2022 | 64 | $70.1M | +$11M | -$10.4M | +$563K | V, CHDN, CVX, IAU, BSV | 13F-HR | 2/13/2023, 10:08 AM |
| Q3 2022 | 58 | $63.3M | +$4.84M | -$1.83M | +$3M | V, CHDN, CVX, IAU, BND | 13F-HR | 11/14/2022, 12:45 PM |
| Q2 2022 | 60 | $63.9M | +$7.99M | -$10.1M | -$2.14M | V, CHDN, CVX, IAU, BND | 13F-HR | 8/15/2022, 09:29 AM |
| Q1 2022 | 68 | $75.5M | +$5.12M | -$5.92M | -$805K | V, CHDN, CVX, IAU, BSV | 13F-HR | 5/10/2022, 10:15 AM |
| Q4 2021 | 72 | $77.7M | $0 | $0 | CHDN, V, CVX, BSV, IAU | 13F-HR | 5/10/2022, 10:19 AM |