| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 133 | $232M | +$7.15M | -$3.37M | +$3.78M | VIG, VUG, IVV, VB, AAPL | 13F-HR | 8/9/2024, 12:18 PM |
| Q1 2024 | 136 | $224M | +$8.53M | -$2.9M | +$5.63M | VIG, IVV, VUG, VB, VO | 13F-HR | 5/2/2024, 12:30 PM |
| Q4 2023 | 129 | $205M | +$3.44M | -$11M | -$7.53M | VIG, IVV, VUG, VB, VO | 13F-HR | 1/31/2024, 03:51 PM |
| Q3 2023 | 139 | $195M | +$7.98M | -$4.36M | +$3.61M | VIG, IVV, VUG, VTV, VB | 13F-HR | 10/27/2023, 02:01 PM |
| Q2 2023 | 134 | $199M | +$8.9M | -$3.2M | +$5.69M | VIG, IVV, VUG, VTV, AAPL | 13F-HR | 8/14/2023, 10:54 AM |
| Q1 2023 | 123 | $183M | +$7.72M | -$2.72M | +$5M | VIG, IVV, VUG, VTV, AAPL | 13F-HR | 4/11/2023, 03:54 PM |
| Q4 2022 | 116 | $173M | +$10.1M | -$4.63M | +$5.44M | VIG, IVV, VTV, VUG, VO | 13F-HR | 2/13/2023, 01:31 PM |
| Q3 2022 | 109 | $157M | +$5.59M | -$1.81M | +$3.78M | VIG, IVV, VUG, TIP, VTV | 13F-HR | 1/3/2023, 08:07 AM |
| Q2 2022 | 111 | $165M | +$6.43M | -$4.86M | +$1.57M | VIG, IVV, VUG, TIP, VTV | 13F-HR | 1/3/2023, 08:06 AM |
| Q1 2022 | 126 | $194M | +$6.28M | -$2.1M | +$4.17M | VIG, VUG, IVV, TIP, VO | 13F-HR | 1/3/2023, 08:05 AM |
| Q4 2021 | 128 | $201M | +$11.7M | -$2.47M | +$9.21M | VIG, VUG, IVV, TIP, VO | 13F-HR | 1/3/2023, 08:05 AM |
| Q3 2021 | 119 | $178M | +$9.51M | -$1.61M | +$7.91M | VIG, VUG, IVV, TIP, VB | 13F-HR | 1/3/2023, 09:03 AM |
| Q2 2021 | 119 | $174M | +$8.13M | -$1.36M | +$6.77M | VIG, VUG, IVV, TIP, VCSH | 13F-HR | 1/3/2023, 09:02 AM |
| Q1 2021 | 108 | $158M | +$7M | -$1.32M | +$5.68M | VIG, VUG, IVV, TIP, VCSH | 13F-HR | 1/3/2023, 09:00 AM |
| Q4 2020 | 105 | $147M | +$8.58M | -$2.28M | +$6.3M | VIG, VUG, IVV, TIP, VCSH | 13F-HR | 1/13/2023, 09:35 AM |
| Q3 2020 | 96 | $128M | +$8.26M | -$1.06M | +$7.2M | VIG, VUG, IVV, VCSH, TIP | 13F-HR | 1/13/2023, 09:34 AM |
| Q2 2020 | 93 | $116M | +$10.3M | -$660K | +$9.67M | VIG, IVV, VUG, VCSH, TIP | 13F-HR | 1/13/2023, 09:33 AM |
| Q1 2020 | 81 | $91.1M | VIG, IVV, VCSH, VUG, VO | 13F-HR | 1/13/2023, 09:32 AM |