| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 64 | $235M | +$28.2M | -$27.7M | +$473K | SPLG, SCHZ, IVV, IVW, QUAL | 13F-HR | 7/26/2024, 01:53 PM |
| Q1 2024 | 58 | $230M | +$49.8M | -$46.2M | +$3.63M | SPLG, IVV, SCHZ, IUSB, QUAL | 13F-HR | 5/8/2024, 04:42 PM |
| Q4 2023 | 54 | $215M | SPLG, IVV, SCHZ, QUAL, OEF | 13F-HR | 2/9/2024, 12:13 PM |