| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 63 | $79.6M | +$5.24M | -$670K | +$4.57M | QQQ, VCIT, IVV, PFF, IJH | 13F-HR | 8/12/2025, 08:19 PM |
| Q1 2025 | 57 | $69.1M | +$7M | -$4.42M | +$2.58M | QQQ, VCIT, PFF, IVV, AAPL | 13F-HR | 5/1/2025, 05:40 PM |
| Q4 2024 | 57 | $70M | $0 | $0 | QQQ, VCIT, AAPL, ITOT, IJH | 13F-HR | 1/29/2025, 01:31 PM |