| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 1,115 | $129M | +$4.74M | -$3.95M | +$791K | EFV, VTV, FNDF, FNDX, SCHD | 13F-HR | 10/8/2024, 11:17 AM |
| Q2 2024 | 986 | $119M | +$2.6M | -$3.91M | -$1.31M | EFV, VTV, FNDF, FNDX, SCHD | 13F-HR | 7/12/2024, 05:01 PM |
| Q1 2024 | 959 | $122M | +$8.59M | -$3.56M | +$5.03M | EFV, VTV, FNDF, FNDX, SCHD | 13F-HR | 4/10/2024, 12:29 PM |
| Q4 2023 | 1,008 | $110M | $0 | $0 | EFV, VTV, SCHD, FNDX, FNDF | 13F-HR | 1/10/2024, 06:09 PM |