| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2022 | 234 | $145M | +$5.04M | -$1.16M | +$3.88M | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 5/12/2022, 02:54 PM |
| Q4 2021 | 225 | $150M | +$2.8M | -$1.88M | +$924K | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 2/9/2022, 10:52 AM |
| Q3 2021 | 206 | $137M | +$2.4M | -$851K | +$1.55M | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 11/5/2021, 09:49 AM |
| Q2 2021 | 199 | $134M | +$4.62M | -$915K | +$3.7M | IVV, DGRO, IJH, PG, LCNB | 13F-HR | 8/4/2021, 09:44 AM |
| Q1 2021 | 190 | $125M | +$5.33M | -$3.38M | +$1.94M | IVV, DGRO, IJH, LCNB, PG | 13F-HR | 5/6/2021, 10:42 AM |
| Q4 2020 | 180 | $115M | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 2/16/2021, 07:30 AM |