| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 135 | $184M | +$24.8M | -$492K | +$24.4M | VTI, INTU, PAYO, VOO, VEA | 13F-HR | 11/14/2024, 12:05 PM |
| Q2 2024 | 35 | $146M | +$23.6M | -$2.32M | +$21.3M | VTI, INTU, VOO, VEA, PAYO | 13F-HR | 8/14/2024, 07:55 AM |
| Q1 2024 | 35 | $123M | +$21.3M | -$20.6M | +$720K | INTU, VTI, VOO, PAYO, VEA | 13F-HR | 5/15/2024, 11:37 AM |
| Q4 2023 | 42 | $117M | $0 | $0 | INTU, VTI, PAYO, VEA, DDOG | 13F-HR | 2/14/2024, 05:23 PM |