| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 42 | $168M | +$2.96M | -$2.26M | +$694K | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 1/28/2025, 12:09 PM |
| Q3 2024 | 40 | $167M | +$1.84M | -$837K | +$1M | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 10/17/2024, 04:33 PM |
| Q2 2024 | 39 | $156M | +$1.62M | -$1.22M | +$403K | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 7/23/2024, 03:40 PM |
| Q1 2024 | 37 | $152M | $0 | $0 | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 4/22/2024, 10:33 AM |