| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 59 | $131M | +$2.66M | -$1.22M | +$1.44M | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 1/29/2025, 04:16 PM |
| Q3 2024 | 55 | $130M | +$696K | -$3.58M | -$2.88M | ITOT, VTI, IXUS, VXUS, XLK | 13F-HR | 10/31/2024, 02:38 PM |
| Q2 2024 | 59 | $126M | +$11.4M | -$611K | +$10.8M | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 7/24/2024, 04:44 PM |
| Q1 2024 | 46 | $113M | +$3.81M | -$2.83M | +$983K | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 5/3/2024, 03:59 PM |
| Q4 2023 | 48 | $104M | ITOT, VTI, IXUS, XLK, VXUS | 13F-HR | 1/31/2024, 04:02 PM |