| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 27 | $33.8M | +$7.52M | -$652K | +$6.87M | SCHX, VEA, VMBS, VCRB, DFVX | 13F-HR | 2/10/2025, 10:05 AM |
| Q3 2024 | 26 | $30.6M | +$4.73M | -$982K | +$3.75M | SCHX, VEA, VMBS, VCRB, DFVX | 13F-HR | 11/12/2024, 11:29 AM |
| Q2 2024 | 24 | $25.8M | +$6.04M | -$232K | +$5.81M | VEA, SCHX, VMBS, NVDA, DFCF | 13F-HR | 8/8/2024, 11:10 AM |
| Q1 2024 | 24 | $20.4M | +$2.42M | -$243K | +$2.18M | VEA, SCHX, VMBS, MSFT, DFVX | 13F-HR | 5/9/2024, 10:41 AM |
| Q4 2023 | 22 | $16.7M | VEA, SCHX, VMBS, MSFT, AAPL | 13F-HR | 2/1/2024, 03:33 PM |