| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 554 | $178M | +$32.8M | -$32.6M | +$177K | SPY, VTI, GLD, IYR, IAGG | 13F-HR | 10/15/2024, 01:01 PM |
| Q2 2024 | 568 | $168M | +$45.7M | -$5.03M | +$40.7M | SPY, VTI, EFA, SCZ, IAGG | 13F-HR | 7/15/2024, 12:14 PM |
| Q1 2024 | 552 | $127M | +$10.6M | -$46.4M | -$35.8M | SPY, VTI, IAGG, PDBC, IEFA | 13F-HR | 5/17/2024, 04:28 PM |
| Q4 2023 | 539 | $155M | $0 | $0 | SPY, IYR, EFA, VTI, IAGG | 13F-HR | 2/15/2024, 06:11 PM |