| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 66 | $132M | +$8.5M | -$1.6M | +$6.89M | VTV, GSLC, VUG, QQQ, VBR | 13F-HR | 1/14/2025, 11:16 AM |
| Q3 2024 | 69 | $131M | +$2.94M | -$1.27M | +$1.67M | VTV, GSLC, VUG, VBR, QQQ | 13F-HR | 11/15/2024, 12:36 PM |
| Q2 2024 | 65 | $122M | +$6.85M | -$4.96M | +$1.88M | VTV, GSLC, VUG, QQQ, VBR | 13F-HR | 12/9/2024, 12:57 PM |
| Q1 2024 | 82 | $121M | +$1.09M | -$435K | +$656K | VTV, GSLC, VUG, VBR, QQQ | 13F-HR | 1/14/2025, 03:19 PM |
| Q4 2023 | 79 | $111M | $0 | $0 | VTV, GSLC, VUG, VBR, QQQ | 13F-HR | 1/14/2025, 03:37 PM |