| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 35 | $199M | +$16.4M | -$10.9M | +$5.56M | VEA, VUG, VTV, DFAC, BNDX | 13F-HR | 11/4/2024, 12:47 PM |
| Q2 2024 | 42 | $184M | +$10.7M | -$4.37M | +$6.31M | VEA, VUG, VTV, DFAC, BNDX | 13F-HR | 8/7/2024, 07:34 PM |
| Q1 2024 | 46 | $176M | +$13.3M | -$6.59M | +$6.73M | VEA, VUG, VTV, BNDX, VWO | 13F-HR | 4/22/2024, 07:54 PM |
| Q4 2023 | 46 | $161M | +$8.32M | -$3.23M | +$5.09M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 1/18/2024, 09:41 AM |
| Q3 2023 | 45 | $143M | +$14.1M | -$3.83M | +$10.3M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/25/2023, 09:49 PM |
| Q2 2023 | 42 | $138M | +$12.3M | -$5.51M | +$6.75M | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 7/20/2023, 10:30 AM |
| Q1 2023 | 38 | $127M | +$8.09M | -$4.56M | +$3.52M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/1/2023, 09:15 PM |
| Q4 2022 | 40 | $118M | $0 | $0 | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 2/13/2023, 04:36 PM |