| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 34 | $122M | +$3.81M | -$139K | +$3.67M | VTI, AVLV, VCIT, AVUV, VEA | 13F-HR | 10/7/2024, 04:10 PM |
| Q2 2024 | 33 | $113M | +$64.2M | -$450K | +$63.7M | VTI, AVLV, VCIT, AVUV, VEA | 13F-HR | 7/10/2024, 08:19 PM |
| Q1 2024 | 18 | $49.3M | +$482K | -$59.5M | -$59M | AVLV, AVUV, AVEM, DISV, DFIV | 13F-HR | 4/10/2024, 12:56 PM |
| Q4 2023 | 34 | $105M | $0 | $0 | VTI, AVLV, AVUV, VEA, VGIT | 13F-HR | 1/17/2024, 07:37 PM |