| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 111 | $268M | +$47.3M | -$4.2M | +$43.1M | VTI, DUSB, DFAT, VEA, DFUV | 13F-HR | 11/14/2024, 03:51 PM |
| Q2 2024 | 101 | $211M | +$12.5M | -$826K | +$11.7M | VTI, DUSB, DFUV, VEA, DFAT | 13F-HR | 8/14/2024, 11:39 AM |
| Q1 2024 | 96 | $201M | +$13.8M | -$1.5M | +$12.3M | VTI, DUSB, DFUV, VEA, DFAC | 13F-HR | 5/15/2024, 02:14 PM |
| Q4 2023 | 93 | $178M | $0 | $0 | VTI, DUSB, DFUV, VEA, DFAC | 13F-HR | 2/14/2024, 02:57 PM |