| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 72 | $160M | +$47.1M | -$26.3M | +$20.8M | VTI, SCHB, KJAN, PBFR, MOAT | 13F-HR | 2/14/2025, 03:32 PM |
| Q3 2024 | 67 | $152M | +$13.4M | -$11.1M | +$2.26M | VTI, SPXT, KJAN, IJAN, SCHG | 13F-HR | 11/12/2024, 07:13 PM |
| Q2 2024 | 71 | $142M | +$1.93M | -$2.87M | -$935K | VTI, SPXT, KJAN, IJAN, VXF | 13F-HR | 8/15/2024, 11:06 AM |
| Q1 2024 | 73 | $142M | +$4.11M | -$12.2M | -$8.08M | VTI, SPXT, KJAN, IJAN, VXF | 13F-HR | 5/13/2024, 12:21 PM |
| Q4 2023 | 380 | $140M | $0 | $0 | VTI, SPXT, KJAN, IJAN, VXF | 13F-HR | 2/14/2024, 02:13 PM |