| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 157 | $174M | +$5.21M | -$2.01M | +$3.2M | VUG, VEA, BNDX, VTV, BSV | 13F-HR | 7/26/2024, 03:30 PM |
| Q1 2024 | 154 | $169M | +$5.94M | -$1.17M | +$4.78M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/3/2024, 12:34 PM |
| Q4 2023 | 195 | $157M | +$8.73M | -$599K | +$8.13M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 2/2/2024, 02:42 PM |
| Q3 2023 | 122 | $138M | +$3.36M | -$1.43M | +$1.92M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/20/2023, 01:30 PM |
| Q2 2023 | 132 | $142M | +$990K | -$2.6M | -$1.61M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 7/14/2023, 02:49 PM |
| Q1 2023 | 130 | $139M | +$5.25M | -$682K | +$4.57M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/5/2023, 02:55 PM |
| Q4 2022 | 137 | $128M | +$7.61M | -$582K | +$7.03M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 1/30/2023, 03:43 PM |
| Q3 2022 | 129 | $115M | +$2.01M | -$821K | +$1.19M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 10/31/2022, 05:50 PM |
| Q2 2022 | 130 | $122M | +$4.58M | -$1.74M | +$2.84M | VEA, VTV, VUG, BNDX, BSV | 13F-HR | 7/22/2022, 02:05 PM |
| Q1 2022 | 124 | $135M | +$8.15M | -$1.48M | +$6.67M | VEA, VUG, VTV, BNDX, BSV | 13F-HR | 5/4/2022, 02:53 PM |
| Q4 2021 | 123 | $136M | VUG, VEA, VTV, BNDX, BSV | 13F-HR | 2/9/2022, 12:05 PM |