| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 51 | $219M | +$11.5M | -$1.46M | +$10M | LPLA, ITOT, VGIT, VBR, AVDV | 13F-HR | 4/16/2025, 09:29 PM |
| Q4 2024 | 43 | $210M | +$20.3M | -$15.1M | +$5.17M | LPLA, ITOT, VGIT, VBR, DUHP | 13F-HR | 1/14/2025, 05:51 PM |
| Q3 2024 | 44 | $195M | +$2.07M | -$1.78M | +$297K | LPLA, ITOT, VGIT, VBR, VB | 13F-HR | 10/9/2024, 06:31 PM |
| Q2 2024 | 41 | $193M | +$14.5M | -$485K | +$14M | LPLA, ITOT, VGIT, VBR, VB | 13F-HR | 7/10/2024, 09:16 PM |
| Q1 2024 | 41 | $176M | +$47.8M | -$8.9M | +$38.9M | LPLA, ITOT, VGIT, VBR, VB | 13F-HR | 4/16/2024, 01:12 PM |
| Q4 2023 | 40 | $130M | $0 | $0 | LPLA, ITOT, VBR, VB, VTI | 13F-HR | 3/20/2024, 03:54 PM |