| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 39 | $148M | +$3.04M | -$122K | +$2.92M | BRKB, RSP, IVV, VEA, BSV | 13F-HR | 10/25/2024, 04:58 PM |
| Q2 2024 | 36 | $135M | +$1.18M | -$2.22M | -$1.04M | BRKB, RSP, IVV, VEA, BSV | 13F-HR | 8/6/2024, 04:16 PM |
| Q1 2024 | 38 | $137M | +$13.8M | -$177K | +$13.6M | BRKB, RSP, IVV, VEA, BSV | 13F-HR | 4/30/2024, 03:48 PM |
| Q4 2023 | 36 | $119M | $0 | $0 | BRKB, RSP, VEA, IVV, BSV | 13F-HR | 1/31/2024, 04:53 PM |