| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 72 | $206M | +$24.7M | -$3.29M | +$21.4M | VEA, SCHX, BNDX, VTIP, SEIM | 13F-HR | 1/13/2025, 09:21 PM |
| Q3 2024 | 72 | $211M | +$14.4M | -$16M | -$1.59M | VEA, SCHX, BNDX, VWO, SEIM | 13F-HR | 10/10/2024, 02:48 PM |
| Q2 2024 | 68 | $202M | +$2.88M | -$3.48M | -$600K | VEA, SCHX, BND, BNDX, VWO | 13F-HR | 7/16/2024, 10:32 AM |
| Q1 2024 | 66 | $201M | +$42.6M | -$40.9M | +$1.72M | VEA, SCHX, BND, BNDX, VTIP | 13F-HR | 4/16/2024, 02:03 PM |
| Q4 2023 | 59 | $193M | $0 | $0 | SCHX, VEA, BND, SPHY, VTIP | 13F-HR | 3/15/2024, 02:53 PM |