| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 155 | $360M | +$84M | -$24.3M | +$59.6M | VTI, DON, VEA, IVV, SDY | 13F-HR | 4/17/2025, 01:06 PM |
| Q4 2024 | 148 | $306M | +$25.7M | -$18.8M | +$6.94M | VTI, DON, IVV, VEA, IJH | 13F-HR | 1/21/2025, 02:26 PM |
| Q3 2024 | 142 | $303M | +$57.2M | -$13.9M | +$43.3M | VTI, DON, IJH, IVV, VEA | 13F-HR | 10/17/2024, 03:28 PM |
| Q2 2024 | 134 | $248M | +$24M | -$7.11M | +$16.9M | VTI, IJH, DON, IVV, EFA | 13F-HR | 7/23/2024, 05:16 PM |
| Q1 2024 | 133 | $233M | +$43.1M | -$10.1M | +$33.1M | VTI, IJH, DON, IVV, EFA | 13F-HR | 4/23/2024, 01:58 PM |
| Q4 2023 | 131 | $197M | VTI, IJH, DON, VEA, IVV | 13F-HR | 1/18/2024, 05:13 PM |