| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 90 | $114M | +$8.54M | -$912K | +$7.62M | SCHB, IUSV, JNJ, TFLO, AAPL | 13F-HR | 7/30/2024, 05:09 PM |
| Q1 2024 | 79 | $104M | +$2.13M | -$6.19M | -$4.06M | SCHB, IUSV, JNJ, TFLO, AAPL | 13F-HR | 4/25/2024, 12:14 PM |
| Q4 2023 | 82 | $102M | $0 | $0 | SCHB, IUSV, JNJ, TFLO, AAPL | 13F-HR | 2/12/2024, 04:13 PM |