| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 240 | $245M | +$40.1M | -$31.7M | +$8.46M | IVV, BND, IEFA, IAU, VGSH, SPSB | 13F-HR | 5/8/2024, 03:22 PM |
| Q4 2023 | 247 | $229M | +$25.2M | -$16.1M | +$9.08M | IVV, EFA, BND, IAU, VGSH, SPSB | 13F-HR | 2/6/2024, 09:52 AM |
| Q3 2023 | 269 | $203M | IVV, EFA, BND, IJH, VGSH, IAU | 13F-HR | 11/14/2023, 03:40 PM |