| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 41 | $145M | +$10.8M | -$1.77M | +$9.06M | VTI, VEU, SLYV, BND, VNQ | 13F-HR | 8/7/2024, 01:36 PM |
| Q1 2024 | 29 | $135M | +$21.8M | -$3.54M | +$18.3M | VTI, VEU, SLYV, VNQ, BND | 13F-HR | 5/13/2024, 10:37 AM |
| Q4 2023 | 26 | $111M | $0 | $0 | VTI, VEU, SLYV, VNQ, VXUS | 13F-HR | 7/11/2024, 12:16 PM |