| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 28 | $131M | +$3.37M | -$569K | +$2.8M | VV, VTI, VPL, VO, AGG | 13F-HR | 10/28/2024, 02:35 PM |
| Q2 2024 | 23 | $120M | +$3.08M | -$2.49M | +$589K | VV, VTI, VPL, VO, AGG | 13F-HR | 7/18/2024, 11:29 AM |
| Q1 2024 | 27 | $117M | +$6.35M | -$2.83M | +$3.52M | VV, VTI, VPL, VO, AGG | 13F-HR | 4/23/2024, 01:56 PM |
| Q4 2023 | 23 | $111M | $0 | $0 | VV, VTI, VPL, VO, AGG | 13F-HR | 3/21/2024, 03:47 PM |