| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 232 | $201M | +$29.1M | -$1.66M | +$27.4M | VOO, IVV, DLN, RSP, IJR | 13F-HR | 2/7/2025, 04:47 PM |
| Q3 2024 | 99 | $178M | +$19.5M | -$3.88M | +$15.6M | IVV, VOO, DLN, VEA, IJR | 13F-HR | 11/1/2024, 04:15 PM |
| Q2 2024 | 365 | $169M | +$22.8M | -$796K | +$22M | VTIP, IVV, VOO, VEA, DLN | 13F-HR | 8/9/2024, 03:01 PM |
| Q1 2024 | 78 | $148M | +$18.2M | -$4.07M | +$14.1M | IVV, VTIP, VOO, VEA, VXF | 13F-HR | 4/30/2024, 12:39 PM |
| Q4 2023 | 73 | $131M | $0 | $0 | IVV, VOO, VTIP, VEA, BNDX | 13F-HR | 4/24/2024, 04:26 PM |