| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 90 | $363M | +$33.9M | -$2.43M | +$31.5M | VOO, VGSH, VEA, VXF, VTI | 13F-HR | 4/22/2025, 07:58 AM |
| Q4 2024 | 84 | $339M | +$31.5M | -$3.59M | +$27.9M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 2/6/2025, 01:29 PM |
| Q3 2024 | 80 | $312M | +$19.5M | -$3.37M | +$16.1M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 10/16/2024, 05:09 PM |
| Q2 2024 | 80 | $281M | +$19.7M | -$2.95M | +$16.7M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 7/18/2024, 01:04 PM |
| Q1 2024 | 83 | $262M | +$29.4M | -$2.94M | +$26.4M | VOO, VXF, VGSH, VEA, VTI | 13F-HR | 4/22/2024, 10:17 AM |
| Q4 2023 | 78 | $220M | +$30.7M | -$9.41M | +$21.3M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 1/29/2024, 09:11 AM |
| Q3 2023 | 66 | $182M | +$11.9M | -$317K | +$11.6M | VOO, VGSH, VEA, VXF, VTI | 13F-HR | 10/12/2023, 08:38 AM |
| Q2 2023 | 68 | $177M | +$10.8M | -$2.38M | +$8.39M | VOO, VGSH, VEA, VXF, VTI | 13F-HR | 7/18/2023, 02:46 PM |
| Q1 2023 | 66 | $160M | +$17.9M | -$178K | +$17.7M | VOO, VGSH, VEA, VXF, VTI | 13F-HR | 5/2/2023, 12:51 PM |
| Q4 2022 | 56 | $134M | +$9.29M | -$3.5M | +$5.78M | VOO, VGSH, VEA, VXF, VTI | 13F-HR | 1/17/2023, 07:37 PM |
| Q3 2022 | 54 | $123M | +$9.82M | -$1.68M | +$8.13M | VOO, VGSH, VXF, VEA, VGIT | 13F-HR | 10/14/2022, 05:36 PM |
| Q2 2022 | 51 | $122M | +$7.7M | -$6.38M | +$1.32M | VOO, VGSH, VEA, VXF, VGIT | 13F-HR | 7/14/2022, 07:40 PM |
| Q1 2022 | 60 | $145M | +$20.5M | -$616K | +$19.9M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 4/15/2022, 01:34 PM |
| Q4 2021 | 62 | $134M | VOO, VGSH, VXF, VEA, VTI | 13F-HR | 4/15/2022, 01:25 PM |