| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 185 | $130M | +$7.5M | -$855K | +$6.65M | SCHD, SCHX, SCHG, SCHM, IJH | 13F-HR | 7/26/2024, 05:12 PM |
| Q1 2024 | 143 | $122M | +$8.81M | -$3.49M | +$5.31M | SCHD, SCHX, SCHG, SCHM, IJH | 13F-HR | 4/17/2024, 04:34 PM |
| Q4 2023 | 134 | $8.49M | $0 | $0 | VOO, VYM, SPDW, PRU, IWB | 13F-HR | 2/12/2024, 06:34 PM |