| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 51 | $206M | +$62.3M | -$239K | +$62.1M | SCHG, SCHV, VEA, DFCF, DFSD | 13F-HR | 2/6/2025, 01:16 PM |
| Q3 2024 | 45 | $194M | +$106M | -$101M | +$5.44M | SCHV, SCHG, VEA, DFCF, DGCB | 13F-HR | 11/4/2024, 09:20 AM |
| Q2 2024 | 49 | $180M | +$11.7M | -$421K | +$11.3M | SCHX, VEA, BND, VWO, VUG | 13F-HR | 8/9/2024, 05:24 PM |
| Q1 2024 | 48 | $168M | +$14.4M | -$2.53M | +$11.8M | VEA, SCHX, BND, VWO, VUG | 13F-HR | 4/29/2024, 12:30 PM |
| Q4 2023 | 46 | $149M | +$6.65M | -$7.06M | -$418K | SCHX, VEA, BND, VUG, VWO | 13F-HR | 2/6/2024, 04:09 PM |
| Q3 2023 | 43 | $137M | +$7.19M | -$235K | +$6.96M | SCHX, VEA, BND, VWO, VUG | 13F-HR | 11/7/2023, 04:44 PM |
| Q2 2023 | 42 | $136M | +$2.28M | -$3.68M | -$1.4M | SCHX, VEA, BND, VWO, SCHA | 13F-HR | 8/8/2023, 01:44 PM |
| Q1 2023 | 43 | $133M | +$9.79M | -$2.53M | +$7.26M | SCHX, VEA, BND, VWO, VUG | 13F-HR | 5/15/2023, 12:15 PM |
| Q4 2022 | 44 | $122M | +$10.5M | -$5.72M | +$4.74M | SCHX, VEA, BND, VWO, SCHA | 13F-HR | 2/14/2023, 06:44 AM |
| Q3 2022 | 40 | $110M | +$6M | -$1.61M | +$4.39M | SCHX, VEA, BND, MUB, VWO | 13F-HR | 11/14/2022, 10:54 AM |
| Q2 2022 | 38 | $117M | +$10.4M | -$2.93M | +$7.44M | SCHX, VEA, BND, MUB, VUG | 13F-HR | 8/15/2022, 12:40 PM |
| Q1 2022 | 173 | $125M | +$27.4M | -$3.26M | +$24.1M | SCHX, VEA, BND, VUG, VWO | 13F-HR | 5/10/2022, 10:43 AM |
| Q4 2021 | 36 | $116M | SCHX, VEA, BND, VWO, MUB | 13F-HR | 2/14/2022, 07:09 PM |