| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 78 | $239M | +$22.8M | -$6.18M | +$16.6M | VTI, VEA, DFSV, VCIT, DFEM | 13F-HR | 7/31/2024, 11:23 AM |
| Q1 2024 | 70 | $223M | +$55.1M | -$28.9M | +$26.1M | VTI, VEA, DFSV, VCIT, DFEM | 13F-HR | 5/2/2024, 01:51 PM |
| Q4 2023 | 62 | $188M | +$17.1M | -$7.14M | +$9.97M | VEA, VTI, AVUV, SPTM, SCHB | 13F-HR | 2/12/2024, 12:21 PM |
| Q3 2023 | 57 | $163M | $0 | $0 | VEA, VTI, SPTM, SCHB, AVUV | 13F-HR | 10/30/2023, 12:56 PM |