| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 111 | $59.1M | $0 | $0 | IVV, SCHH, SCHE, AAPL, QQQ | 13F-HR | 1/23/2025, 10:37 AM | |
| Q3 2024 | 111 | $142M | +$3.7M | -$1.27M | +$2.43M | IVV, SCHZ, SCHF, SCHH, SCHA | 13F-HR | 11/7/2024, 10:00 AM |
| Q2 2024 | 125 | $131M | $0 | $0 | IVV, SCHZ, SCHF, SCHH, SCHA | 13F-HR | 7/25/2024, 12:38 PM |