| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 39 | $442M | +$3.23M | -$11M | -$7.72M | VTI, VXUS, MUNI, WINN, VCSH | 13F-HR | 10/8/2024, 08:10 AM |
| Q2 2024 | 39 | $426M | +$81.9M | -$66.3M | +$15.6M | VTI, VXUS, MUNI, WINN, VCSH | 13F-HR | 7/23/2024, 09:26 AM |
| Q1 2024 | 47 | $407M | +$3.03M | -$3.25M | -$221K | VTI, VXUS, MUNI, VCSH, VGIT | 13F-HR | 4/22/2024, 01:11 PM |
| Q4 2023 | 45 | $390M | $0 | $0 | VTI, MUNI, VXUS, VCSH, VGIT | 13F-HR | 1/17/2024, 11:24 AM |