| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 40 | $125M | +$17.5M | -$1.91M | +$15.6M | SCHX, BIV, VTI, VEA, VXUS | 13F-HR | 10/30/2024, 02:04 PM |
| Q2 2024 | 27 | $104M | +$1.73M | -$7.66M | -$5.92M | SCHX, BIV, VTI, VEA, VXUS | 13F-HR | 8/7/2024, 04:05 PM |
| Q1 2024 | 29 | $109M | +$6.04M | -$4.18M | +$1.86M | SCHX, BIV, VTI, VEA, VXUS | 13F-HR | 4/24/2024, 12:54 PM |
| Q4 2023 | 24 | $101M | $0 | $0 | SCHX, BIV, VTI, VEA, VXUS | 13F-HR | 2/13/2024, 02:41 PM |