| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 110 | $306M | +$17.2M | -$9.3M | +$7.92M | VOO, QQQ, VTI, IVV, NVDA | 13F-HR | 4/14/2025, 05:27 PM |
| Q4 2024 | 105 | $315M | +$6.92M | -$7.31M | -$389K | VOO, QQQ, VTI, NVDA, IVV | 13F-HR | 1/13/2025, 03:20 PM |
| Q3 2024 | 109 | $303M | +$25.4M | -$13.9M | +$11.4M | VOO, QQQ, VTI, NVDA, IVV | 13F-HR | 10/7/2024, 08:20 AM |
| Q2 2024 | 110 | $279M | +$18.4M | -$5.56M | +$12.8M | VOO, QQQ, USFR, VTI, NVDA | 13F-HR | 7/15/2024, 09:44 AM |
| Q1 2024 | 106 | $267M | +$12.3M | -$13.6M | -$1.29M | VOO, USFR, QQQ, VTI, IVV | 13F-HR | 4/15/2024, 12:54 PM |
| Q4 2023 | 102 | $247M | +$7.92M | -$3.97M | +$3.95M | VOO, QQQ, USFR, VTI, IVV | 13F-HR | 1/18/2024, 08:52 AM |
| Q3 2023 | 101 | $220M | +$26.5M | -$19.4M | +$7.19M | VOO, QQQ, USFR, VTI, IVV | 13F-HR | 10/10/2023, 01:03 PM |
| Q2 2023 | 91 | $206M | +$54.2M | +$54.2M | VOO, QQQ, VTI, IVV, IUSV | 13F-HR | 7/13/2023, 05:32 PM | |
| Q1 2023 | 86 | $161M | +$8.9M | -$56.5M | -$47.6M | VOO, QQQ, IUSV, EFA, IVV | 13F-HR | 4/11/2023, 03:59 PM |
| Q4 2022 | 101 | $203M | +$77.2M | -$4.55M | +$72.6M | VOO, VTI, QQQ, IVV, EFA | 13F-HR | 1/23/2023, 04:04 PM |
| Q3 2022 | 81 | $131M | +$5.34M | -$39M | -$33.6M | VOO, QQQ, IUSV, IVV, AAPL | 13F-HR | 10/19/2022, 05:17 PM |
| Q2 2022 | 102 | $191M | +$8.26M | -$4.11M | +$4.15M | VOO, VTI, QQQ, IVV, IUSV | 13F-HR | 7/25/2022, 05:28 PM |
| Q1 2022 | 121 | $247M | +$23.9M | -$21.5M | +$2.39M | VOO, VTI, QQQ, IVV, AAPL | 13F-HR | 5/13/2022, 02:50 PM |
| Q4 2021 | 128 | $268M | +$22.9M | -$12.5M | +$10.4M | VOO, VTI, QQQ, IVV, AAPL | 13F-HR | 2/7/2022, 08:21 PM |
| Q3 2021 | 128 | $242M | +$14.7M | -$45.9M | -$31.2M | VOO, VTI, QQQ, IVV, SCHO | 13F-HR | 11/15/2021, 08:20 PM |
| Q2 2021 | 596 | $273M | +$27M | -$10.4M | +$16.6M | VOO, QQQ, VTI, AGG, IVV | 13F-HR | 8/13/2021, 01:12 PM |
| Q1 2021 | 124 | $240M | +$6.4M | -$2.09M | +$4.31M | VOO, VTI, QQQ, IVV, AGG | 13F-HR | 5/17/2021, 01:42 PM |
| Q4 2020 | 120 | $226M | +$17.8M | -$4.01M | +$13.8M | VOO, VTI, QQQ, AGG, IVV | 13F-HR | 2/9/2021, 07:12 AM |
| Q3 2020 | 116 | $192M | +$19.3M | -$6.9M | +$12.4M | VOO, VTI, QQQ, AGG, IVV | 13F-HR | 11/9/2020, 07:32 PM |
| Q2 2020 | 110 | $174M | +$9.47M | -$2.68M | +$6.79M | VOO, VTI, AGG, QQQ, IVV | 13F-HR | 7/27/2020, 07:39 AM |
| Q1 2020 | 102 | $141M | +$6.57M | -$2.77M | +$3.81M | VOO, AGG, VTI, IVV, QQQ | 13F-HR | 5/12/2020, 06:23 PM |
| Q4 2019 | 106 | $176M | +$17.7M | -$2.46M | +$15.3M | VOO, VTI, AGG, IVV, IJH | 13F-HR | 1/23/2020, 07:57 PM |
| Q3 2019 | 101 | $151M | +$3.88M | -$839K | +$3.04M | VOO, VTI, IVV, IJH, QQQ | 13F-HR | 10/9/2019, 03:03 PM |
| Q2 2019 | 101 | $147M | +$1.9M | -$1.29M | +$611K | VOO, VTI, IVV, IJH, QQQ | 13F-HR | 7/18/2019, 07:45 PM |
| Q1 2019 | 514 | $156M | +$3.01M | -$12.6M | -$9.57M | VOO, VTI, IVV, IJH, QQQ | 13F-HR | 5/14/2019, 11:10 AM |
| Q4 2018 | 551 | $148M | +$20.5M | -$6.67M | +$13.9M | VOO, VTI, IVV, IJH, QQQ | 13F-HR | 2/12/2019, 05:44 AM |
| Q3 2018 | 562 | $162M | +$8.44M | -$2.25M | +$6.18M | VOO, VTI, IJH, IWM, QQQ | 13F-HR | 11/13/2018, 04:57 PM |
| Q2 2018 | 581 | $149M | +$23.8M | -$4.91M | +$18.9M | VOO, VTI, IJH, IWM, QQQ | 13F-HR | 8/13/2018, 01:46 PM |
| Q1 2018 | 570 | $130M | +$4.55M | -$1.8M | +$2.75M | VOO, VTI, IJH, QQQXXXX, EEM | 13F-HR | 5/11/2018, 12:37 PM |
| Q4 2017 | 625 | $134M | VOO, VTI, IJH, QQQXXXX, EEM | 13F-HR | 2/13/2018, 08:59 AM |