| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 28 | $173M | +$22.8M | -$1.93M | +$20.9M | VUSB, JMST, SCHB, SCHD, IVV | 13F-HR | 4/14/2025, 11:20 AM |
| Q4 2024 | 30 | $157M | +$38.7M | -$1.61M | +$37.1M | SCHB, JMST, IVV, SCHD, VUSB | 13F-HR | 1/16/2025, 10:02 AM |
| Q3 2024 | 26 | $148M | $0 | $0 | SCHB, SCHD, IVV, JMST, VUSB | 13F-HR | 10/24/2024, 10:34 AM |