| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 26 | $137M | +$7.37M | -$2.53M | +$4.83M | ITOT, IVV, GOVT, SPY, QQQ | 13F-HR | 8/13/2024, 05:10 PM |
| Q1 2024 | 26 | $131M | +$9.77M | -$5.39M | +$4.38M | ITOT, IVV, GOVT, SPY, QQQ | 13F-HR | 5/15/2024, 10:38 AM |
| Q4 2023 | 24 | $117M | $0 | $0 | ITOT, GOVT, IVV, SPY, QQQ | 13F-HR | 2/14/2024, 11:45 AM |