| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 881 | $152M | +$5.54M | -$1.85M | +$3.69M | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 11/14/2024, 02:49 PM |
| Q2 2024 | 859 | $139M | $0 | $0 | VXUS, VTI, AVUV, IXUS, BND | New Holdings | 8/14/2024, 10:16 AM | |
| Q2 2024 | 1,027 | $140M | +$4.76M | -$1.35M | +$3.41M | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 8/13/2024, 04:54 PM |
| Q1 2024 | 852 | $136M | +$9.43M | -$1.65M | +$7.79M | VXUS, VTI, AVUV, IXUS, BND | 13F-HR | 5/10/2024, 10:25 AM |
| Q4 2023 | 877 | $128M | $0 | $0 | VXUS, VTI, SSRM, AVUV, IXUS | 13F-HR | 4/3/2024, 02:28 PM |