| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 123 | $267M | +$24.1M | -$6.66M | +$17.4M | VTV, VUG, VOT, VOE, IWF | 13F-HR | 10/15/2024, 11:25 AM |
| Q2 2024 | 106 | $231M | +$14.7M | -$3.28M | +$11.4M | VTV, VUG, VOT, VOE, IWF | 13F-HR | 8/1/2024, 12:52 PM |
| Q1 2024 | 105 | $220M | +$50.2M | -$1.73M | +$48.5M | VUG, VTV, VOT, VOE, IWF | 13F-HR | 5/2/2024, 01:01 PM |
| Q4 2023 | 37 | $161M | $0 | $0 | VUG, VTV, VOT, VOE, IWF | 13F-HR | 2/14/2024, 01:22 PM |