| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 24 | $133M | +$10.6M | -$1.56M | +$9.09M | VOO, VO, DFAR, BSV, IVV | 13F-HR | 2/14/2025, 11:41 AM |
| Q3 2024 | 10 | $124M | +$3.25M | -$311K | +$2.94M | VOO, VO, DFAR, BSV, IVV | 13F-HR | 11/5/2024, 09:52 AM |
| Q2 2024 | 10 | $113M | +$1.26M | -$797K | +$466K | VOO, VO, DFAR, IVV, BSV | 13F-HR | 8/13/2024, 10:58 AM |
| Q1 2024 | 10 | $112M | +$476K | -$1.65M | -$1.17M | VOO, VO, IVV, DFAR, BSV | 13F-HR | 4/18/2024, 03:23 PM |
| Q4 2023 | 10 | $105M | VOO, VO, DFAR, IVV, BSV | 13F-HR | 1/9/2024, 03:30 PM | |||
| Q4 2022 | 7 | $79.7M | +$1.72M | +$1.72M | IVV, VO, VNQ, BSV, SHW | 13F-HR | 2/9/2023, 08:02 PM | |
| Q3 2022 | 5 | $73.2M | +$856K | +$856K | IVV, VO, BSV, VNQ, SHW | 13F-HR | 10/24/2022, 03:49 PM | |
| Q2 2022 | 5 | $76.6M | +$1.57K | -$599K | -$597K | IVV, VO, VNQ, BSV, SHW | 13F-HR | 8/1/2022, 05:49 PM |
| Q1 2022 | 7 | $91.7M | +$2.81M | +$2.81M | IVV, VO, VNQ, BSV, SHW | 13F-HR | 5/9/2022, 06:27 PM | |
| Q4 2021 | 5 | $94M | IVV, VO, VNQ, BSV, NSC | 13F-HR | 5/3/2022, 08:55 PM |