| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 1,511 | $398M | +$14.4M | -$10.2M | +$4.26M | VOO, BND, VO, VTV, IEFA | 13F-HR | 4/17/2025, 03:53 PM |
| Q4 2024 | 515 | $399M | +$25.7M | -$12.9M | +$12.8M | VOO, BND, VO, VTV, AVUV | 13F-HR | 1/24/2025, 08:27 PM |
| Q3 2024 | 511 | $390M | +$21.1M | -$2.6M | +$18.5M | VOO, BND, VO, VTV, IEFA | 13F-HR | 10/18/2024, 02:38 PM |
| Q2 2024 | 645 | $351M | +$37.3M | -$8.85M | +$28.5M | VOO, BND, VO, VTV, IEFA | 13F-HR | 7/29/2024, 12:03 PM |
| Q1 2024 | 469 | $326M | +$20M | -$8.69M | +$11.4M | VOO, VO, BND, VTV, IEFA | 13F-HR | 4/17/2024, 04:04 PM |
| Q4 2023 | 483 | $295M | +$32.2M | -$6.2M | +$26M | VOO, VO, VTV, BND, IEFA | 13F-HR | 2/1/2024, 03:53 PM |
| Q3 2023 | 501 | $246M | +$8.53M | -$5.32M | +$3.21M | VOO, VO, VTV, BND, IEFA | 13F-HR | 10/25/2023, 05:28 PM |
| Q2 2023 | 498 | $252M | +$84.6M | -$4.99M | +$79.6M | VOO, VO, VTV, BND, IEFA | 13F-HR | 7/20/2023, 05:50 PM |
| Q1 2023 | 521 | $166M | +$14.4M | -$3.22M | +$11.2M | VOO, VTV, VO, AVUV, IBTE | 13F-HR | 4/19/2023, 03:19 PM |
| Q4 2022 | 501 | $151M | +$39.8M | -$6.73M | +$33M | VOO, VTV, VO, AVUV, IBTE | 13F-HR | 1/19/2023, 05:17 PM |
| Q3 2022 | 559 | $111M | +$12.7M | -$17.1M | -$4.42M | VOO, VTV, VO, BND, AGG | 13F-HR | 1/19/2023, 05:11 PM |
| Q2 2022 | 543 | $123M | +$24.6M | -$4.34M | +$20.3M | VOO, MUB, VTV, VO, BND | 13F-HR | 1/19/2023, 05:07 PM |
| Q1 2022 | 551 | $122M | +$20M | -$8.82M | +$11.2M | VOO, VTV, VO, BRKB, BND | 13F-HR | 1/19/2023, 05:01 PM |
| Q4 2021 | 680 | $121M | VOO, VO, BRKB, BND, IEFA | 13F-HR | 1/19/2023, 04:54 PM |