| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 171 | $169M | +$20.5M | -$519K | +$20M | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 1/29/2025, 03:51 PM |
| Q3 2024 | 176 | $153M | +$4.85M | -$15.3M | -$10.4M | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 10/18/2024, 12:34 PM |
| Q2 2024 | 181 | $153M | +$12.8M | -$5.62M | +$7.14M | SPTM, VEA, IJR, VWO, SPYV | 13F-HR | 7/26/2024, 04:20 PM |
| Q1 2024 | 186 | $145M | +$9.03M | -$1.56M | +$7.48M | SPTM, VEA, SPYV, IJR, VWO | 13F-HR | 5/3/2024, 01:06 PM |
| Q4 2023 | 178 | $129M | $0 | $0 | SPTM, VEA, SPYV, IJR, VWO | 13F-HR | 1/26/2024, 12:46 PM |