| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 64 | $137M | +$3.06M | -$2.61M | +$452K | VV, SCHX, ESGV, AAPL, VCIT | 13F-HR | 4/15/2025, 08:03 PM |
| Q4 2024 | 66 | $140M | +$2.21M | -$1.31M | +$899K | VV, SCHX, ESGV, AAPL, VO | 13F-HR | 1/16/2025, 08:29 PM |
| Q3 2024 | 68 | $131M | +$4.89M | -$1.27M | +$3.62M | VV, ESGV, AAPL, VO, VB | 13F-HR | 11/12/2024, 11:19 AM |
| Q2 2024 | 66 | $128M | +$7.16M | -$2.7M | +$4.47M | VV, SCHX, ESGV, AAPL, VO | 13F-HR | 7/24/2024, 05:07 PM |
| Q1 2024 | 71 | $122M | +$8.62M | -$1.84M | +$6.78M | VV, SCHX, ESGV, VO, AAPL | 13F-HR | 7/24/2024, 05:08 PM |
| Q4 2023 | 60 | $99.5M | $0 | $0 | VV, SCHX, AAPL, ESGV, VO | 13F-HR | 7/24/2024, 05:09 PM |