| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 59 | $126M | +$11.4M | -$611K | +$10.8M | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 7/24/2024, 04:44 PM |
| Q1 2024 | 46 | $113M | +$3.81M | -$2.83M | +$983K | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 5/3/2024, 03:59 PM |
| Q4 2023 | 48 | $104M | $0 | $0 | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 1/31/2024, 04:02 PM |