| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 163 | $386M | +$35.4M | -$19.7M | +$15.7M | AAPL, BRKB, MSFT, GLDM, IVV | 13F-HR | 1/23/2025, 03:20 PM |
| Q3 2024 | 162 | $371M | +$143M | -$8.3M | +$135M | AAPL, BRKB, MSFT, IVV, GLDM | 13F-HR | 10/21/2024, 04:38 PM |
| Q2 2024 | 128 | $223M | +$12.9M | -$2.73M | +$10.1M | IVV, IJH, IEFA, GLDM, RSP | 13F-HR | 8/7/2024, 03:43 PM |
| Q1 2024 | 125 | $211M | +$32M | -$16M | +$16M | IVV, IJH, GLDM, IEFA, RSP | 13F-HR | 5/10/2024, 10:25 AM |
| Q4 2023 | 122 | $197M | $0 | $0 | IJH, IEFA, GLDM, RSP, IVV | 13F-HR | 5/10/2024, 11:13 AM | |
| Q4 2021 | 72 | $120M | IJH, IEFA, RSP, IVV, IJR | 13F-HR | 2/13/2024, 05:01 PM |