| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 177 | $132M | +$3.92M | -$374K | +$3.54M | VV, VEA, VNQ, VO, VB | 13F-HR | 4/10/2025, 10:56 AM |
| Q4 2024 | 168 | $129M | +$11.1M | -$7.58M | +$3.56M | VV, VEA, VNQ, VO, VB | 13F-HR | 1/6/2025, 05:36 PM |
| Q3 2024 | 172 | $129M | +$782K | -$1.99M | -$1.21M | VV, VEA, VNQ, VO, VB | 13F-HR | 10/8/2024, 12:23 PM |
| Q2 2024 | 173 | $125M | +$1.59M | -$35M | -$33.4M | VV, VEA, VNQ, VO, VB | 13F-HR | 7/22/2024, 01:33 PM |
| Q1 2024 | 173 | $152M | $0 | $0 | VV, VEA, VNQ, VO, VB | 13F-HR | 4/3/2024, 01:59 PM | |
| Q4 2023 | 182 | $153M | +$14.6M | -$9.23M | +$5.39M | VV, VEA, VNQ, VO, VB | 13F-HR | 1/5/2024, 05:39 PM |
| Q3 2023 | 185 | $137M | +$7.37M | -$5.41M | +$1.96M | VV, VEA, VNQ, VO, VB | 13F-HR | 10/12/2023, 11:04 AM |
| Q2 2023 | 213 | $141M | +$4.28M | -$1.55M | +$2.72M | VV, VEA, VNQ, VO, VB | 13F-HR | 7/3/2023, 03:25 PM |
| Q1 2023 | 169 | $136M | +$9.3M | -$1.86M | +$7.44M | VV, VEA, VNQ, VO, VB | 13F-HR | 4/6/2023, 03:10 PM |
| Q4 2022 | 163 | $125M | +$18.5M | -$3.38M | +$15.1M | VV, VEA, VNQ, VO, VB | 13F-HR | 1/3/2023, 01:37 PM |
| Q3 2022 | 160 | $106M | +$489K | -$145K | +$344K | VV, VEA, VNQ, VO, VB | 13F-HR | 10/4/2022, 09:43 AM |
| Q2 2022 | 146 | $120M | VV, VNQ, VEA, VO, VB | 13F-HR | 8/19/2022, 10:48 AM |