| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 95 | $117M | +$25M | -$16.2M | +$8.81M | IYY, AGG, VGIT, IYW, IVW | 13F-HR | 7/15/2024, 09:50 AM |
| Q1 2024 | 87 | $108M | +$13.5M | -$4.42M | +$9.03M | IYY, AGG, VGIT, SPY, IVW | 13F-HR | 8/13/2024, 05:41 PM |
| Q4 2023 | 83 | $92.2M | $0 | $0 | IYY, AGG, VGIT, IVW, QQQ | 13F-HR | 8/13/2024, 05:38 PM |