| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 189 | $248M | +$113M | -$104M | +$9.45M | VOO, VBR, VB, VOE, DUHP | 13F-HR | 1/14/2025, 12:06 PM |
| Q3 2024 | 174 | $242M | +$90.9M | -$81.3M | +$9.6M | VOO, DUHP, IWV, IJT, IWM | 13F-HR | 10/9/2024, 03:42 PM |
| Q2 2024 | 139 | $221M | +$36.5M | -$21.7M | +$14.8M | VOO, QQQ, DUHP, IWV, IJK | 13F-HR | 7/25/2024, 03:40 PM |
| Q1 2024 | 109 | $204M | +$54.5M | -$47.1M | +$7.31M | IJK, VOO, DUHP, QQQ, IWV | 13F-HR | 4/24/2024, 12:40 PM |
| Q4 2023 | 21 | $179M | QQQ, VOO, DUHP, QARP, IWV | 13F-HR | 2/13/2024, 04:46 PM |