| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 645 | $351M | +$37.3M | -$8.85M | +$28.5M | VOO, BND, VO, VTV, IEFA | 13F-HR | 7/29/2024, 12:03 PM |
| Q1 2024 | 474 | $326M | +$20M | -$8.69M | +$11.4M | VOO, VO, BND, VTV, IEFA | 13F-HR | 4/17/2024, 04:04 PM |
| Q4 2023 | 485 | $295M | +$32.2M | -$6.2M | +$26M | VOO, VO, VTV, BND, IEFA | 13F-HR | 2/1/2024, 03:53 PM |
| Q3 2023 | 502 | $246M | +$8.53M | -$5.62M | +$2.9M | VOO, VO, VTV, BND, IEFA | 13F-HR | 10/25/2023, 05:28 PM |
| Q2 2023 | 499 | $252M | +$84.6M | -$6.08M | +$78.5M | VOO, VO, VTV, BND, IEFA | 13F-HR | 7/20/2023, 05:50 PM |
| Q1 2023 | 523 | $166M | +$14.4M | -$4.12M | +$10.3M | VOO, VTV, VO, AVUV, IBTE | 13F-HR | 4/19/2023, 03:19 PM |
| Q4 2022 | 501 | $151M | +$39.8M | -$9.55M | +$30.2M | VOO, VTV, VO, AVUV, IBTE | 13F-HR | 1/19/2023, 06:17 PM |
| Q3 2022 | 561 | $111M | +$12.7M | -$17.2M | -$4.51M | VOO, VTV, VO, BND, AGG | 13F-HR | 1/19/2023, 06:11 PM |
| Q2 2022 | 540 | $122M | +$24.6M | -$5.67M | +$18.9M | VOO, MUB, VTV, VO, BND | 13F-HR | 1/19/2023, 06:07 PM |
| Q1 2022 | 548 | $122M | +$19.7M | -$10.9M | +$8.82M | VOO, VTV, VO, BRKB, BND | 13F-HR | 1/19/2023, 06:01 PM |
| Q4 2021 | 672 | $118M | $0 | $0 | VOO, VO, BRKB, BND, IEFA | 13F-HR | 1/19/2023, 05:54 PM |