Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 41 | $112M | +$3.58M | -$19.9M | -$16.3M | DFAI, VGSH, IJR, VUG, SCHD | 13F-HR | 10/7/2024, 03:29 PM |
Q2 2024 | 37 | $122M | +$5.17M | -$709K | +$4.46M | DFAU, DFAI, VGSH, IJR, VUG | 13F-HR | 7/16/2024, 10:46 AM |
Q1 2024 | 37 | $117M | +$3.98M | -$85.2M | -$81.2M | DFAU, DFAI, VGSH, IJR, VUG | 13F-HR | 5/9/2024, 05:06 PM |
Q4 2023 | 110 | $193M | +$15.8M | -$12.1M | +$3.71M | DFAU, DFAI, BUFD, VGSH, BUFR | 13F-HR | 1/12/2024, 04:44 PM |
Q3 2023 | 102 | $177M | $0 | $0 | DFAU, DFAI, BUFD, VGSH, IJR | 13F-HR | 10/24/2023, 03:48 PM |