| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 204 | $2.22B | +$48.7M | -$58.1M | -$9.44M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 11/7/2024, 02:25 PM |
| Q2 2024 | 197 | $2.1B | +$26.5M | -$64.6M | -$38.1M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 8/2/2024, 06:59 PM |
| Q1 2024 | 209 | $2.2B | +$52.5M | -$133M | -$80.4M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 5/16/2024, 09:51 AM |
| Q4 2023 | 201 | $2.01B | +$47.3M | -$83.8M | -$36.5M | SYK, VOO, IWR, SPY, IWM | 13F-HR | 2/7/2024, 12:14 PM |
| Q3 2023 | 169 | $1.86B | +$6.89M | -$36.6M | -$29.8M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 11/14/2023, 10:51 AM |
| Q2 2023 | 185 | $2.05B | +$41.2M | -$35.6M | +$5.62M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 8/10/2023, 05:58 PM |
| Q1 2023 | 183 | $1.92B | +$82.4M | -$101M | -$18.9M | SYK, VOO, IWR, IWM, SPY | 13F-HR | 5/15/2023, 03:28 PM |
| Q4 2022 | 181 | $1.74B | +$38.4M | -$15.9M | +$22.6M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 2/10/2023, 04:04 PM |
| Q3 2022 | 167 | $1.49B | +$35.1M | -$16.2M | +$18.9M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 11/8/2022, 05:41 PM |
| Q2 2022 | 171 | $1.51B | +$25.4M | -$46.9M | -$21.5M | SYK, VOO, IWR, IWM, VEA | 13F-HR | 8/12/2022, 08:23 AM |
| Q1 2022 | 186 | $1.95B | $0 | $0 | SYK, VOO, IWR, IWM, VEA | 13F-HR | 5/13/2022, 11:18 AM |