| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 666 | $403M | +$20.3M | -$25.3M | -$5.06M | VTI, GJAN, VEA, DOCT, DSEP | 13F-HR | 2/27/2025, 01:11 PM |
| Q3 2024 | 585 | $408M | +$37.1M | -$18.4M | +$18.7M | VTI, GJAN, VEA, XMAR, VUG | 13F-HR | 2/27/2025, 01:06 PM |
| Q2 2024 | 542 | $372M | +$26M | -$26.1M | -$92.2K | GJAN, VTI, VEA, XMAR, VUG | 13F-HR | 2/27/2025, 01:02 PM |
| Q1 2024 | 585 | $364M | +$38.6M | -$34.5M | +$4.18M | GJAN, VTI, VEA, XMAR, VUG | 13F-HR | 2/27/2025, 12:58 PM |
| Q4 2023 | 652 | $343M | $0 | $0 | GJAN, XMAR, VEA, VTI, RDVY | 13F-HR | 2/27/2025, 12:54 PM |