| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 19 | $161M | +$2.08M | -$216K | +$1.86M | VBR, VOO, VWO, VO, VDE | 13F-HR | 2/13/2025, 08:04 PM |
| Q3 2024 | 18 | $166M | +$4.89M | -$4.02M | +$875K | VWO, VBR, VAW, VOO, VEU | 13F-HR | 11/14/2024, 10:58 AM |
| Q2 2024 | 18 | $155M | +$14M | -$281K | +$13.7M | VOO, VBR, VDE, VWO, VO | 13F-HR | 8/9/2024, 07:39 PM |
| Q1 2024 | 18 | $143M | +$4.32M | -$20.1K | +$4.3M | VBR, VDE, VOO, VAW, VO | 13F-HR | 5/13/2024, 05:55 PM |
| Q4 2023 | 16 | $132M | +$1.55M | -$256K | +$1.3M | VBR, VOO, VDE, VAW, VO | 13F-HR | 2/14/2024, 12:58 PM |
| Q3 2023 | 17 | $122M | +$5.17M | -$1.47M | +$3.71M | VDE, VBR, VOO, VAW, VWO | 13F-HR | 11/6/2023, 05:46 PM |
| Q2 2023 | 17 | $121M | +$2.89M | -$166K | +$2.72M | VDE, VBR, VOO, VAW, VO | 13F-HR | 7/24/2023, 02:00 PM |
| Q1 2023 | 15 | $116M | +$10.5M | +$10.5M | VDE, VAW, VBR, VWO, VOO | 13F-HR | 5/11/2023, 09:07 PM | |
| Q4 2022 | 14 | $103M | +$3.54M | -$579K | +$2.96M | VDE, VBR, VAW, VWO, VO | 13F-HR | 2/6/2023, 05:25 PM |
| Q3 2022 | 13 | $92.1M | +$3.55M | -$868K | +$2.68M | VDE, VBR, VWO, VO, VAW | 13F-HR | 11/9/2022, 01:50 PM |
| Q2 2022 | 14 | $95.4M | +$4.65M | -$686K | +$3.97M | VDE, VBR, VWO, VAW, VNQ | 13F-HR | 8/4/2022, 06:12 PM |
| Q1 2022 | 14 | $104M | +$2.54M | -$773K | +$1.76M | VDE, VBR, VAW, VNQ, VO | 13F-HR | 5/9/2022, 06:22 PM |
| Q4 2021 | 13 | $102M | VBR, VNQ, VDE, VAW, VO | 13F-HR | 2/14/2022, 12:22 PM |