| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 135 | $167M | +$5.97M | -$8.73M | -$2.76M | VOO, DIA, HYG, IWB, SCHD | 13F-HR | 4/16/2025, 02:37 PM |
| Q4 2024 | 134 | $171M | +$27.8M | -$10.7M | +$17.1M | VOO, DIA, IWB, HYG, SCHD | 13F-HR | 1/16/2025, 03:04 PM |
| Q3 2024 | 124 | $162M | $0 | $0 | VOO, DIA, IWB, HYG, SCHD | 13F-HR | 11/21/2024, 02:26 PM |