| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 55 | $159M | +$6.86M | -$3.93M | +$2.93M | AGG, RSP, GLD, IVV, IJR | 13F-HR | 1/28/2025, 10:39 AM |
| Q3 2024 | 53 | $157M | +$6.92M | -$897K | +$6.02M | AGG, GLD, RSP, IVV, IJR | 13F-HR | 10/10/2024, 02:25 PM |
| Q2 2024 | 49 | $142M | +$43.6M | -$2.05M | +$41.6M | AGG, GLD, RSP, IVV, IJR | 13F-HR | 8/12/2024, 04:47 PM |
| Q1 2024 | 34 | $90M | $0 | $0 | AGG, GLD, IVV, GAL, VTI | 13F-HR | 5/9/2024, 03:31 PM |