| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 33 | $128M | +$20.1M | -$1.39M | +$18.7M | VTI, IWY, SCHF, SCHM, SPLG | 13F-HR | 2/13/2025, 10:19 AM |
| Q3 2024 | 31 | $125M | +$4.29M | -$2.08M | +$2.21M | VTI, IWY, SCHF, SCHM, SPLG | 13F-HR | 12/3/2024, 03:25 PM |
| Q2 2024 | 30 | $116M | +$8.61M | -$8.35M | +$260K | VTI, IWY, SCHF, SCHM, SPLG | 13F-HR | 8/12/2024, 02:14 PM |
| Q1 2024 | 30 | $113M | +$7.86M | -$8.74M | -$879K | VTI, IWY, SCHF, SCHM, SPLG | 13F-HR | 6/13/2024, 04:09 PM |
| Q4 2023 | 27 | $108M | VTI, IWY, SCHF, SPLG, SCHM | 13F-HR | 2/12/2024, 03:09 PM |