| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 113 | $251M | +$20.9M | -$16.8M | +$4.04M | IVV, AGG, VUG, QUAL, EFV | 13F-HR | 10/15/2024, 01:27 PM |
| Q2 2024 | 118 | $235M | +$24.7M | -$14.6M | +$10M | IVV, VUG, AGG, QUAL, EFG | 13F-HR | 7/30/2024, 03:43 PM |
| Q1 2024 | 123 | $226M | +$93.8M | -$56.9M | +$36.9M | IVV, AGG, QUAL, DYNF, VUG | 13F-HR | 5/7/2024, 03:26 PM |
| Q4 2023 | 107 | $181M | +$12.9M | -$10.3M | +$2.63M | IVV, IVE, IJH, DFAT, EFA | 13F-HR | 2/7/2024, 11:11 AM |
| Q3 2023 | 95 | $162M | +$8.25M | -$5.51M | +$2.74M | IVV, IVE, IJH, DFAT, EFA | 13F-HR | 10/19/2023, 05:07 PM |
| Q2 2023 | 89 | $165M | +$13.7M | -$5.14M | +$8.52M | IVV, IVE, IJH, VEA, DFAT | 13F-HR | 7/13/2023, 04:30 PM |
| Q1 2023 | 80 | $148M | +$8.14M | -$951K | +$7.19M | IVV, IVE, IJH, EFA, LQD | 13F-HR | 5/11/2023, 04:00 PM |
| Q4 2022 | 78 | $132M | $0 | $0 | IVV, IVE, IJH, EFA, LQD | 13F-HR | 2/10/2023, 10:47 AM |