| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 44 | $108M | +$12.6M | -$10.8M | +$1.71M | VUG, BND, VOO, IAU, BIV | 13F-HR | 2/13/2025, 12:18 PM |
| Q3 2024 | 40 | $105M | +$5.13M | -$3.56M | +$1.57M | VUG, VOO, IAU, BND, SPY | 13F-HR | 2/13/2025, 03:50 PM |
| Q2 2024 | 40 | $98.8M | +$1.5M | -$1.36M | +$146K | VUG, SHY, VOO, IAU, SPY | 13F-HR | 2/13/2025, 04:07 PM |
| Q1 2024 | 41 | $96.6M | +$3.84M | -$3.81M | +$32.7K | VUG, SHY, VOO, IAU, VCSH | 13F-HR | 2/13/2025, 03:59 PM |
| Q4 2023 | 39 | $90.3M | $0 | $0 | VUG, SHY, VTV, IAU, VCSH | 13F-HR | 2/14/2025, 02:05 PM |