| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 645 | $126M | +$3.34M | -$5.11M | -$1.78M | VIG, SPY, VTI, DDWM, ACN | 13F-HR | 2/12/2025, 09:11 AM |
| Q3 2024 | 845 | $129M | +$4.53M | -$11.1M | -$6.56M | VIG, SPY, VTI, DDWM, DON | 13F-HR | 11/6/2024, 03:42 PM |
| Q2 2024 | 991 | $126M | +$9.71M | -$4.24M | +$5.46M | VIG, SPY, VTI, ACN, DDWM | 13F-HR | 8/12/2024, 02:36 PM |
| Q1 2024 | 918 | $122M | +$7.71M | -$7.37M | +$340K | VIG, SPY, VTI, DON, DDWM | 13F-HR | 5/13/2024, 11:30 AM |
| Q4 2023 | 855 | $115M | VIG, VTI, SPY, DDWM, DON | 13F-HR | 2/9/2024, 04:39 PM |