| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 59 | $289M | +$17.8M | -$11.8M | +$6.01M | VTV, DFUS, VEA, FBND, VTI | 13F-HR | 4/11/2025, 01:44 PM |
| Q4 2024 | 59 | $285M | +$107M | -$79.2M | +$28.1M | VTV, DFUS, VTI, VEA, FBND | 13F-HR | 1/21/2025, 05:29 PM |
| Q3 2024 | 52 | $237M | +$551K | $0 | +$551K | VTI, VEA, BIV, VTV, BSV | 13F-HR | 10/15/2024, 05:41 PM |
| Q2 2024 | 52 | $236M | $0 | -$551K | -$551K | VTI, VEA, BIV, VTV, BSV | 13F-HR | 7/12/2024, 03:24 PM |
| Q1 2024 | 51 | $237M | $0 | -$1.11M | -$1.11M | VTI, VEA, BIV, VTV, BSV | 13F-HR | 4/15/2024, 08:57 PM |
| Q4 2023 | 52 | $239M | +$12.6M | -$6.42M | +$6.19M | VTI, VEA, BIV, VTV, BSV | 13F-HR | 1/10/2024, 02:56 PM |
| Q3 2023 | 53 | $213M | +$11.6M | -$1.14M | +$10.4M | VTI, VEA, BIV, VTV, BSV | 13F-HR | 10/19/2023, 11:09 AM |
| Q2 2023 | 47 | $211M | +$15.4M | -$3.85M | +$11.5M | VTI, VEA, BIV, VTV, BSV | 13F-HR | 7/13/2023, 09:52 PM |
| Q1 2023 | 42 | $193M | +$12.9M | -$10.4M | +$2.49M | VTI, BIV, VEA, VTV, BSV | 13F-HR | 4/11/2023, 03:30 PM |
| Q4 2022 | 41 | $184M | +$20.2M | -$16M | +$4.27M | VTI, BIV, VTV, VEA, VEU | 13F-HR | 1/13/2023, 04:17 PM |
| Q3 2022 | 42 | $168M | +$9.29M | -$6.84M | +$2.45M | VTI, BIV, VTV, VEU, VEA | 13F-HR | 10/18/2022, 06:31 PM |
| Q2 2022 | 43 | $178M | +$27.4M | -$2.96M | +$24.4M | VTI, VEU, BIV, VTV, SCHP | 13F-HR | 7/15/2022, 10:04 AM |
| Q1 2022 | 47 | $175M | +$16.7M | -$1.28M | +$15.4M | VTI, VEU, VTV, BIV, SCHP | 13F-HR | 4/20/2022, 08:43 PM |
| Q4 2021 | 41 | $168M | VTI, VEU, VTV, BIV, SCHP | 13F-HR | 1/28/2022, 04:51 PM |