| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 47 | $60.8M | +$1.54M | -$9.16M | -$7.62M | SCHB, SPHQ, SPLG, CFO, DGRW | 13F-HR | 10/30/2023, 01:11 PM |
| Q2 2023 | 64 | $71.6M | +$6.78M | -$5.36M | +$1.43M | SCHB, SPHQ, SPLG, CFO, DGRW | 13F-HR | 7/17/2023, 07:09 PM |
| Q1 2023 | 63 | $66.6M | +$5.81M | -$12.6M | -$6.75M | SCHB, SPHQ, CFO, DGRW, YYY | 13F-HR | 4/25/2023, 12:21 PM |
| Q4 2022 | 482 | $70.9M | $0 | $0 | SCHB, CFO, SPHQ, BIL, DGRW | 13F-HR | 2/14/2023, 05:10 PM |