| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 257 | $204M | +$20.7M | -$49.8M | -$29.1M | VTI, GSLC, VEA, DFCF, VGIT | 13F-HR | 4/4/2025, 02:20 PM |
| Q4 2024 | 288 | $234M | +$19.1M | -$13.3M | +$5.84M | VTI, GSLC, VEA, VGIT, VGSH | 13F-HR | 1/6/2025, 01:13 PM |
| Q3 2024 | 299 | $238M | +$24.9M | -$9.65M | +$15.3M | VTI, GSLC, VEA, VGIT, VGSH | 13F-HR | 10/10/2024, 05:19 PM |
| Q2 2024 | 282 | $212M | $0 | $0 | VTI, GSLC, VEA, VGIT, VGSH | 13F-HR | 7/30/2024, 01:26 PM |