| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 809 | $152M | +$13.1M | -$5.9M | +$7.16M | VOO, VEA, IVV, VWO, BNDX | 13F-HR | 10/8/2025, 10:18 AM |
| Q2 2025 | 428 | $137M | +$7.98M | -$5.33M | +$2.65M | VOO, VEA, IVV, BNDX, VWO | 13F-HR | 7/7/2025, 11:10 AM |
| Q1 2025 | 419 | $124M | +$11.9M | -$5.74M | +$6.13M | VOO, VEA, IVV, BNDX, VWO | 13F-HR | 4/8/2025, 11:17 AM |
| Q4 2024 | 424 | $118M | $0 | $0 | VOO, VEA, IVV, BNDX, BSV | 13F-HR | 1/15/2025, 11:31 AM |