| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 143 | $558M | +$13M | -$10.4M | +$2.6M | VV, VXUS, VXF, AAPL, SPY | 13F-HR | 4/8/2025, 01:37 PM |
| Q4 2024 | 147 | $575M | +$79.8M | -$10.7M | +$69.2M | VV, VXF, VXUS, AAPL, SCHG | 13F-HR | 1/24/2025, 08:57 PM |
| Q3 2024 | 141 | $553M | +$20.9M | -$9.18M | +$11.7M | VV, VXF, VXUS, AAPL, SCHG | 13F-HR | 10/30/2024, 01:32 PM |
| Q2 2024 | 129 | $508M | +$215M | -$265K | +$215M | VV, VXF, VXUS, AAPL, SCHG | 13F-HR | 7/17/2024, 01:50 PM |
| Q1 2024 | 85 | $286M | +$4.76M | -$161M | -$156M | VV, VXF, VXUS, SCHG, SCHB | 13F-HR | 4/23/2024, 12:28 PM |
| Q4 2023 | 120 | $420M | +$50M | -$38.3M | +$11.7M | VV, VXF, VXUS, SCHG, SCHZ | 13F-HR | 2/13/2024, 10:03 AM |
| Q3 2023 | 115 | $372M | +$6.86M | -$12.9M | -$6.08M | VV, SCHD, VXF, VXUS, AGG | 13F-HR | 11/7/2023, 01:53 PM |
| Q2 2023 | 113 | $394M | +$14.3M | -$23.9M | -$9.55M | VV, SCHD, VXF, VXUS, AGG | 13F-HR | 7/27/2023, 11:16 AM |
| Q1 2023 | 112 | $388M | +$137M | -$4.54M | +$132M | VV, SCHD, VXF, VXUS, AGG | 13F-HR | 4/24/2023, 02:08 PM |
| Q4 2022 | 79 | $245M | +$10.7M | -$4.23M | +$6.48M | VV, SCHD, VXF, VXUS, AGG | 13F-HR | 2/2/2023, 11:54 AM |
| Q3 2022 | 79 | $225M | VV, SCHD, VXF, VXUS, AGG | 13F-HR | 11/1/2022, 12:24 PM |