| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 48 | $112M | +$2.27M | -$1.35M | +$920K | VTV, VXUS, VB, VBR, VTI | 13F-HR | 4/14/2025, 10:28 AM |
| Q4 2024 | 52 | $112M | +$7.01M | -$1.67M | +$5.34M | VTV, VXUS, VB, VBR, VTI | 13F-HR | 1/13/2025, 09:09 PM |
| Q3 2024 | 48 | $111M | +$4.05M | -$2.14M | +$1.91M | VTV, VXUS, VB, VBR, VTI | 13F-HR | 10/9/2024, 06:11 PM |
| Q2 2024 | 45 | $101M | +$1.07M | -$3.17M | -$2.1M | VTV, VXUS, VB, VBR, VTI | 13F-HR | 7/10/2024, 08:53 PM |
| Q1 2024 | 46 | $106M | +$3.11M | -$94.8K | +$3.02M | VTV, VXUS, VB, VBR, VTI | 13F-HR | 4/10/2024, 01:03 PM |
| Q4 2023 | 43 | $97.2M | VTV, VXUS, VB, VBR, BWA | 13F-HR | 2/1/2024, 06:12 PM |