| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2022 | 242 | $145M | +$5.04M | -$1.74M | +$3.31M | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 5/12/2022, 02:54 PM |
| Q4 2021 | 233 | $150M | +$2.93M | -$2.75M | +$175K | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 2/9/2022, 11:52 AM |
| Q3 2021 | 209 | $137M | +$2.41M | -$854K | +$1.56M | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 11/5/2021, 09:49 AM |
| Q2 2021 | 204 | $134M | +$4.62M | -$915K | +$3.7M | IVV, DGRO, IJH, PG, LCNB | 13F-HR | 8/4/2021, 09:44 AM |
| Q1 2021 | 192 | $125M | +$5.33M | -$3.38M | +$1.94M | IVV, DGRO, IJH, LCNB, PG | 13F-HR | 5/6/2021, 10:42 AM |
| Q4 2020 | 185 | $115M | $0 | $0 | IVV, DGRO, PG, IJH, LCNB | 13F-HR | 2/16/2021, 08:30 AM |