| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 283 | $137M | +$28M | -$7.74M | +$20.2M | ISTB, BIV, SCHX, VGK, AAPL | 13F-HR | 2/3/2025, 06:17 PM |
| Q3 2024 | 97 | $118M | +$21.4M | -$16.1M | +$5.28M | BIV, ISTB, VGK, TLT, AAPL | 13F-HR | 10/31/2024, 11:53 AM |
| Q2 2024 | 97 | $111M | +$3.52M | -$435K | +$3.09M | BIV, VGK, AAPL, TLT, BND | 13F-HR | 7/18/2024, 04:39 PM |
| Q1 2024 | 85 | $101M | $0 | $0 | BIV, VGK, TLT, ICSH, ISTB | 13F-HR | 5/8/2024, 03:37 PM |