| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 1,131 | $740M | +$70.4M | -$63.1M | +$7.28M | SPY, BILZ, VTI, QQQ, MGK | 13F-HR | 4/21/2025, 12:06 PM |
| Q4 2024 | 1,070 | $769M | +$75.1M | -$24.5M | +$50.6M | SPY, BILZ, VTI, QQQ, MGK | 13F-HR | 1/30/2025, 02:28 PM |
| Q3 2024 | 1,193 | $704M | +$152M | -$18.4M | +$133M | SPY, BILZ, VTI, QQQ, MGK | 13F-HR | 11/7/2024, 11:15 AM |
| Q2 2024 | 1,053 | $543M | +$46.9M | -$5.29M | +$41.6M | SPY, VTI, QQQ, MGK, DIA | 13F-HR | 7/24/2024, 12:17 PM |
| Q1 2024 | 1,052 | $488M | +$48.4M | -$7.9M | +$40.5M | SPY, VTI, DIA, QQQ, MGK | 13F-HR | 5/16/2024, 09:21 AM |
| Q4 2023 | 852 | $248M | +$12.8M | -$15.8M | -$2.99M | VTI, DIA, VOOV, VV, QQQ | 13F-HR | 1/9/2024, 10:23 AM |
| Q3 2023 | 877 | $259M | VTI, DIA, VOOV, VV, QQQ | 13F-HR | 10/20/2023, 12:45 PM | |||
| Q2 2023 | 1,024 | $267M | +$65M | -$73.8M | -$8.83M | VTI, DIA, VOOV, VV, QQQ | 13F-HR | 7/12/2023, 03:43 PM |
| Q1 2023 | 942 | $259M | +$48.2M | -$19.1M | +$29.1M | DIA, VOOV, VTV, VDC, TLT | 13F-HR | 4/20/2023, 12:54 PM |
| Q4 2022 | 991 | $221M | DIA, VTV, VOOV, VDC, VFH | 13F-HR | 1/27/2023, 03:34 PM | |||
| Q3 2022 | 570 | $217M | TFLO, DIA, VTV, VOOV, VDC | 13F-HR | 10/5/2022, 05:22 PM | |||
| Q2 2022 | 406 | $280M | SPY, VTIP, DIA, VTV, VOOV | 13F-HR | 7/18/2022, 12:02 PM | |||
| Q1 2022 | 748 | $411M | SPY, VTIP, DIA, VTV, VOOV | 13F-HR | 5/16/2022, 01:38 PM |