| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 84 | $126M | +$16.5M | -$5.01M | +$11.5M | SCHD, SPLG, SPY, QQQ, FBND | 13F-HR | 1/21/2025, 02:33 PM |
| Q3 2024 | 83 | $123M | +$10.8M | -$1.89M | +$8.95M | SCHD, SPLG, SPY, IEFA, QQQ | 13F-HR | 10/23/2024, 11:32 AM |
| Q2 2024 | 79 | $108M | $0 | $0 | SCHD, SPY, QQQ, SPLG, IEFA | 13F-HR | 10/23/2024, 11:17 AM |