| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 55 | $126M | +$2.97M | -$2.61M | +$359K | VUG, VTV, CTAS, VBR, AAPL | 13F-HR | 8/8/2024, 04:16 PM |
| Q1 2024 | 54 | $123M | +$6.1M | -$124K | +$5.98M | VTV, VUG, CTAS, VBR, VIG | 13F-HR | 4/8/2024, 07:11 PM |
| Q4 2023 | 48 | $107M | $0 | $0 | VTV, VUG, CTAS, VBR, AAPL | 13F-HR | 4/8/2024, 07:11 PM |