| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 61 | $246M | +$22.3M | -$9.74M | +$12.6M | DFAC, VTI, VEA, DFIC, DFSD | 13F-HR | 2/13/2025, 12:13 PM |
| Q3 2024 | 60 | $237M | +$49M | -$30.5M | +$18.5M | DFAC, VTI, VEA, SCHR, DFIC | 13F-HR | 10/18/2024, 12:39 PM |
| Q2 2024 | 54 | $207M | +$10.8M | -$5.37M | +$5.46M | DFAC, VTI, VEA, DFIC, SGOV | 13F-HR | 8/9/2024, 09:52 AM |
| Q1 2024 | 50 | $201M | +$786K | -$5.71M | -$4.93M | DFAC, VTI, VEA, DFIC, SGOV | 13F-HR | 5/3/2024, 02:53 PM |
| Q4 2023 | 54 | $196M | DFAC, VTI, VEA, DFIC, SGOV | 13F-HR | 2/7/2024, 02:17 PM |