| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 172 | $129M | +$782K | -$1.99M | -$1.21M | VV, VEA, VNQ, VO, VB | 13F-HR | 10/8/2024, 12:23 PM |
| Q2 2024 | 173 | $125M | +$1.59M | -$35M | -$33.4M | VV, VEA, VNQ, VO, VB | 13F-HR | 7/22/2024, 01:33 PM |
| Q1 2024 | 182 | $152M | $0 | $0 | VV, VEA, VNQ, VO, VB | 13F-HR | 4/3/2024, 01:59 PM | |
| Q4 2023 | 182 | $153M | +$14.6M | -$9.23M | +$5.39M | VV, VEA, VNQ, VO, VB | 13F-HR | 1/5/2024, 05:39 PM |
| Q3 2023 | 185 | $137M | +$7.37M | -$6.17M | +$1.2M | VV, VEA, VNQ, VO, VB | 13F-HR | 10/12/2023, 11:04 AM |
| Q2 2023 | 213 | $141M | +$4.28M | -$1.6M | +$2.68M | VV, VEA, VNQ, VO, VB | 13F-HR | 7/3/2023, 03:25 PM |
| Q1 2023 | 169 | $136M | +$9.3M | -$1.91M | +$7.39M | VV, VEA, VNQ, VO, VB | 13F-HR | 4/6/2023, 03:10 PM |
| Q4 2022 | 168 | $125M | +$18.5M | -$7.12M | +$11.4M | VV, VEA, VNQ, VO, VB | 13F-HR | 1/3/2023, 02:37 PM |
| Q3 2022 | 165 | $109M | +$489K | -$149K | +$340K | VV, VEA, VNQ, VO, VB | 13F-HR | 10/4/2022, 09:43 AM |
| Q2 2022 | 165 | $122M | $0 | $0 | VV, VNQ, VEA, VO, VB | 13F-HR | 8/19/2022, 10:48 AM |