| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 110 | $302M | +$13M | -$6.92M | +$6.11M | VTI, VYM, AAPL, SCHB, SCHD | 13F-HR | 11/1/2024, 12:40 PM |
| Q2 2024 | 104 | $283M | +$9.84M | -$7.79M | +$2.05M | VTI, VYM, AAPL, SCHB, SCHD | 13F-HR | 7/12/2024, 02:05 PM |
| Q1 2024 | 106 | $272M | +$6.24M | -$19.4M | -$13.2M | VTI, VYM, SCHB, AAPL, SCHD | 13F-HR | 4/11/2024, 10:08 AM |
| Q4 2023 | 108 | $266M | +$40.2M | -$1.35M | +$38.9M | VTI, VYM, AAPL, SCHB, SCHD | 13F-HR | 1/10/2024, 02:39 PM |
| Q3 2023 | 84 | $205M | $0 | $0 | VTI, VYM, AAPL, SCHB, SCHD | 13F-HR | 10/27/2023, 05:37 PM |