| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 59 | $307M | +$11.9M | -$10.3M | +$1.67M | SPIB, VCIT, IGIB, SCHV, GOVT | 13F-HR | 4/16/2025, 02:09 PM |
| Q4 2024 | 60 | $311M | +$10.9M | -$1.8M | +$9.13M | VCIT, SPIB, IGIB, SCHV, GOVT | 13F-HR | 1/28/2025, 11:08 AM |
| Q3 2024 | 59 | $244M | +$39.8M | -$6.58M | +$33.2M | VCIT, SPIB, IGIB, GOVT, VOO | 13F-HR | 10/25/2024, 01:45 PM |
| Q2 2024 | 56 | $256M | +$11.7M | -$2.08M | +$9.64M | VCIT, SPIB, IGIB, SCHV, SCHB | 13F-HR | 7/25/2024, 05:13 PM |
| Q1 2024 | 57 | $246M | +$52.6M | -$7.79M | +$44.8M | VCIT, SPIB, SCHV, IGIB, SCHB | 13F-HR | 5/24/2024, 12:44 PM |
| Q4 2023 | 55 | $195M | VCIT, SCHV, IGIB, SPIB, VOO | 13F-HR | 2/12/2024, 03:45 PM |