| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 84 | $306M | +$20.3M | -$23.5M | -$3.2M | OEF, DIA, LECO, VOO, IWD | 13F-HR | 2/13/2025, 02:24 PM |
| Q3 2024 | 84 | $309M | +$86.6M | -$782K | +$85.8M | OEF, DIA, LECO, VOO, IWD | 13F-HR | 11/12/2024, 12:26 PM |
| Q2 2024 | 75 | $210M | +$34.3M | -$180M | -$145M | DIA, OEF, LECO, VOO, IWB | 13F-HR | 8/14/2024, 05:23 PM |
| Q1 2024 | 181 | $349M | +$157M | -$54.9M | +$103M | OEF, DIA, VOO, VIG, IWB | 13F-HR | 5/13/2024, 11:18 AM |
| Q4 2023 | 75 | $233M | +$45.7M | -$5.37M | +$40.3M | OEF, DIA, LECO, VOO, IWN | 13F-HR | 2/5/2024, 02:28 PM |
| Q3 2023 | 174 | $177M | +$20.6M | -$105M | -$84.7M | OEF, DIA, VOO, IWB, IWN | 13F-HR | 11/16/2023, 01:53 PM |
| Q2 2023 | 443 | $304M | +$139M | -$385M | -$246M | OEF, LECO, DIA, VOO, IWB | 13F-HR | 8/15/2023, 03:37 PM |
| Q1 2023 | 398 | $510M | +$385M | -$2.23M | +$383M | DIA, LECO, VOO, VIG, CMG | 13F-HR | 5/1/2023, 05:26 PM |
| Q4 2022 | 67 | $195M | +$4.22M | -$5.92B | -$5.91B | OEF, DIA, LECO, VOO, IWN | 13F-HR | 5/4/2023, 03:04 PM |
| Q3 2022 | 60 | $133M | +$3.26M | -$3.33M | -$68.1K | DIA, LECO, VOO, IWN, VIG | 13F-HR | 5/11/2023, 02:33 PM |
| Q2 2022 | 71 | $156M | OEF, LECO, VOO, IWN, VIG | 13F-HR | 5/9/2023, 02:53 PM |