| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 33 | $24M | +$3.56M | -$103M | -$99.8M | FTSM, AFLG, VOO, QQQ, OBIL | 13F-HR | 2/6/2025, 09:46 AM |
| Q3 2024 | 83 | $122M | +$13.1M | -$10.1M | +$3M | VOO, VUG, JQUA, BOXX, SPIB | 13F-HR | 11/12/2024, 03:23 PM |
| Q2 2024 | 76 | $114M | $0 | $0 | VOO, VUG, JQUA, VTI, SPIB | 13F-HR | 8/5/2024, 04:08 PM |