| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 5 | $169M | +$10.2M | $0 | +$10.2M | VTI, IUSB, IEFA, TFLO, VWO | 13F-HR | 10/21/2024, 02:31 PM |
| Q2 2024 | 5 | $152M | +$10.5M | $0 | +$10.5M | VTI, IUSB, TFLO, IEFA, VWO | 13F-HR | 7/25/2024, 02:01 PM |
| Q1 2024 | 5 | $140M | +$10.9M | $0 | +$10.9M | VTI, IUSB, TFLO, IEFA, VWO | 13F-HR | 5/1/2024, 02:15 PM |
| Q4 2023 | 5 | $123M | $0 | $0 | VTI, IUSB, TFLO, IEFA, VWO | 13F-HR | 2/2/2024, 10:57 AM |