| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 79 | $89.3M | +$24.4M | -$4.42M | +$19.9M | VEA, SCHX, IWB, DFVX, AAPL | 13F-HR | 11/14/2024, 02:51 PM |
| Q2 2024 | 60 | $66M | +$7.51M | -$1.65M | +$5.85M | SCHX, VEA, IWB, ITOT, NVDA | 13F-HR | 8/12/2024, 04:52 PM |
| Q1 2024 | 60 | $61.1M | +$2.89M | -$842K | +$2.05M | SCHX, VEA, IWB, ITOT, DFCF | 13F-HR | 5/15/2024, 03:52 PM |
| Q4 2023 | 58 | $54.8M | $0 | $0 | VEA, SCHX, IWB, ITOT, DFCF | 13F-HR | 2/13/2024, 11:03 AM |