| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 236 | $125M | +$6.01M | -$2.21M | +$3.79M | SGOV, VOO, SCHB, IAU, VGSH | 13F-HR | 8/27/2024, 12:35 PM |
| Q1 2024 | 237 | $120M | +$14.1M | -$9.63M | +$4.51M | SGOV, VOO, SCHB, IAU, VGSH | 13F-HR | 8/27/2024, 12:26 PM |
| Q4 2023 | 234 | $111M | $0 | $0 | SGOV, VOO, SCHB, IAU, GLD | 13F-HR | 8/27/2024, 12:15 PM |