| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 194 | $2.22B | +$17.6M | -$33.3M | -$15.7M | SYK, VOO, IWR, SPY, RSP | 13F-HR | 8/8/2025, 12:10 PM |
| Q1 2025 | 189 | $2.09B | +$34.5M | -$126M | -$91.4M | SYK, VOO, IWR, SPY, RSP | 13F-HR | 5/12/2025, 10:10 AM |
| Q4 2024 | 196 | $2.17B | +$25.2M | -$76M | -$50.8M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 2/12/2025, 06:48 PM |
| Q3 2024 | 204 | $2.22B | +$48.7M | -$58.1M | -$9.44M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 11/7/2024, 02:25 PM |
| Q2 2024 | 197 | $2.1B | +$26.5M | -$64.6M | -$38.1M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 8/2/2024, 06:59 PM |
| Q1 2024 | 209 | $2.2B | +$52.5M | -$133M | -$80.4M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 5/16/2024, 09:51 AM |
| Q4 2023 | 201 | $2.01B | +$47.3M | -$83.8M | -$36.5M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 2/7/2024, 12:14 PM |
| Q3 2023 | 188 | $1.86B | +$6.89M | -$36.6M | -$29.8M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 11/14/2023, 10:51 AM |
| Q2 2023 | 185 | $2.05B | +$41.2M | -$29.6M | +$11.6M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 8/10/2023, 05:58 PM |
| Q1 2023 | 183 | $1.92B | +$82.4M | -$94.7M | -$12.2M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 5/15/2023, 03:28 PM |
| Q4 2022 | 181 | $1.74B | +$38.4M | -$15.8M | +$22.7M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 2/10/2023, 03:04 PM |
| Q3 2022 | 167 | $1.49B | +$35.1M | -$14.4M | +$20.7M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 11/8/2022, 04:41 PM |
| Q2 2022 | 171 | $1.51B | +$25.4M | -$30.3M | -$4.89M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 8/12/2022, 08:23 AM |
| Q1 2022 | 186 | $1.95B | SYK, VOO, IWR, IWM, VEA | 13F-HR | 5/13/2022, 11:18 AM |