| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 72 | $244M | +$1.75M | -$1.35M | +$400K | VOO, MDY, IWM, SPY, IWF | 13F-HR | 7/24/2024, 03:18 PM |
| Q1 2024 | 71 | $243M | +$5.86M | -$3.45M | +$2.4M | VOO, MDY, IWM, SPY, IWF | 13F-HR | 4/25/2024, 04:16 PM |
| Q4 2023 | 63 | $224M | +$5.18M | -$580K | +$4.6M | VOO, MDY, IWM, SPY, IWF | 13F-HR | 1/16/2024, 10:59 AM |
| Q3 2023 | 63 | $197M | +$3.82M | -$2.7M | +$1.11M | VOO, MDY, IWM, SPY, IWF | 13F-HR | 10/25/2023, 04:55 PM |
| Q2 2023 | 63 | $205M | +$3.57M | -$3.92M | -$352K | VOO, MDY, IWM, SPY, IWF | 13F-HR | 7/27/2023, 04:19 PM |
| Q1 2023 | 62 | $193M | +$12.3M | -$2.5M | +$9.81M | VOO, MDY, IWM, SPY, IWF | 13F-HR | 5/1/2023, 02:56 PM |
| Q4 2022 | 60 | $175M | +$7.55M | -$3.92M | +$3.63M | VOO, MDY, IWM, SPY, IWD | 13F-HR | 2/2/2023, 04:23 PM |
| Q3 2022 | 58 | $160M | +$4.37M | -$2.17M | +$2.2M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 10/14/2022, 02:36 PM |
| Q2 2022 | 63 | $175M | +$4.39M | -$2.68M | +$1.7M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 7/28/2022, 04:09 PM |
| Q1 2022 | 64 | $184M | +$6.04M | -$2.1M | +$3.94M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 4/29/2022, 10:53 AM |
| Q4 2021 | 63 | $190M | +$7.85M | -$1.24M | +$6.61M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 2/17/2022, 03:33 PM |
| Q3 2021 | 62 | $194M | +$3.16M | -$1.11M | +$2.05M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 11/15/2021, 10:53 AM |
| Q2 2021 | 58 | $183M | +$3.4M | -$2.96M | +$446K | VOO, MDY, IWM, SPY, AGG | 13F-HR | 8/11/2021, 05:12 PM |
| Q1 2021 | 62 | $174M | +$4.9M | -$6.43M | -$1.53M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 4/9/2021, 04:04 PM |
| Q4 2020 | 61 | $168M | +$8.88M | -$1.21M | +$7.67M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 2/8/2021, 12:21 PM |
| Q3 2020 | 59 | $140M | +$4.92M | -$866K | +$4.05M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 10/15/2020, 05:49 PM |
| Q2 2020 | 58 | $129M | +$9.59M | -$1.09M | +$8.5M | VOO, MDY, IWM, SPY, AGG | 13F-HR | 7/31/2020, 10:57 AM |
| Q1 2020 | 56 | $104M | +$16.9M | -$1.5M | +$15.4M | VOO, MDY, IWM, SPY, VB | 13F-HR | 5/13/2020, 10:59 AM |
| Q4 2019 | 57 | $108M | $0 | $0 | VOO, MDY, IWM, SPY, VB | 13F-HR | 1/30/2020, 11:27 AM |