| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 117 | $133M | +$5.63M | -$1.37M | +$4.25M | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 2/11/2025, 10:37 AM |
| Q3 2024 | 121 | $135M | +$4.23M | -$762K | +$3.47M | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 11/13/2024, 09:03 AM |
| Q2 2024 | 111 | $123M | +$10.2M | -$1.05M | +$9.16M | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 8/12/2024, 11:16 AM |
| Q1 2024 | 106 | $115M | +$7.75M | -$6.37M | +$1.37M | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 5/2/2024, 11:46 AM |
| Q4 2023 | 110 | $109M | $0 | $0 | VGIT, BSV, ITOT, DFIV, STIP | 13F-HR | 2/14/2024, 12:12 PM |