| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 64 | $246M | +$23.4M | -$8.38M | +$15M | SPLG, SCHZ, IVW, QUAL, IVV | 13F-HR | 2/6/2025, 11:20 AM |
| Q3 2024 | 62 | $248M | +$17.8M | -$15.8M | +$2.04M | SPLG, SCHZ, IVV, QUAL, IVW | 13F-HR | 11/6/2024, 12:45 PM |
| Q2 2024 | 64 | $235M | +$28.2M | -$27.7M | +$473K | SPLG, SCHZ, IVV, IVW, QUAL | 13F-HR | 7/26/2024, 01:53 PM |
| Q1 2024 | 58 | $230M | +$49.8M | -$46.2M | +$3.63M | SPLG, IVV, SCHZ, IUSB, QUAL | 13F-HR | 5/8/2024, 04:42 PM |
| Q4 2023 | 54 | $215M | SPLG, IVV, SCHZ, QUAL, OEF | 13F-HR | 2/9/2024, 12:13 PM |