| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2021 | 6 | $2.41M | +$2.06M | -$53.8K | +$2M | IJH, ADBE, IVV, MSFT, TSLA | 13F-HR | 8/9/2021, 06:21 PM |
| Q1 2021 | 1 | $375K | $0 | -$984K | -$984K | IVV | 13F-HR | 5/24/2021, 11:15 AM |
| Q4 2020 | 3 | $1.32M | $0 | -$28.6M | -$28.6M | IVV, SDY, ARKK | 13F-HR | 2/12/2021, 06:13 PM |
| Q3 2020 | 14 | $27.7M | $0 | -$62.6M | -$62.6M | IVV, SDY, USMV, XLY, IYH | 13F-HR | 12/23/2020, 10:52 AM |
| Q2 2020 | 33 | $91.7M | +$9.56M | -$916K | +$8.64M | IVV, SDY, USMV, XLY, IMCB | 13F-HR | 7/29/2020, 05:25 PM |
| Q1 2020 | 28 | $68.4M | +$722K | -$8.41M | -$7.68M | IVV, SDY, USMV, XLY, XLV | 13F-HR | 5/21/2020, 05:38 PM |
| Q4 2019 | 32 | $94.7M | $0 | $0 | IVV, SDY, USMV, XLY, IMCB | 13F-HR | 2/14/2020, 12:29 PM |