| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 59 | $107M | +$6.53M | -$1.91M | +$4.62M | RSP, VGSH, SCHX, VIG, IJR | 13F-HR | 7/12/2024, 02:57 PM |
| Q1 2024 | 60 | $104M | +$8.97M | -$2.09M | +$6.88M | RSP, VGSH, SCHX, VIG, IJR | 13F-HR | 4/22/2024, 10:25 AM |
| Q4 2023 | 58 | $94.4M | $0 | $0 | RSP, VGSH, SCHX, VIG, IJR | 13F-HR | 3/14/2024, 07:45 AM |