| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 44 | $261M | +$8.1M | -$437K | +$7.66M | SPY, QQQ, VV, VUG, RBLX | 13F-HR | 10/21/2024, 04:47 PM |
| Q2 2024 | 41 | $240M | +$6.81M | -$1.07M | +$5.74M | SPY, QQQ, VV, VUG, RBLX | 13F-HR | 7/15/2024, 07:19 PM |
| Q1 2024 | 42 | $226M | +$10.2M | -$1.92M | +$8.32M | SPY, QQQ, VV, VUG, RBLX | 13F-HR | 4/25/2024, 12:00 PM |
| Q4 2023 | 40 | $203M | +$5.87M | -$3.61M | +$2.26M | SPY, QQQ, VV, VUG, RBLX | 13F-HR | 2/1/2024, 06:01 PM |
| Q3 2023 | 36 | $174M | $0 | $0 | SPY, QQQ, VV, VUG, RBLX | 13F-HR | 11/14/2023, 06:35 PM | |
| Q2 2023 | 41 | $924K | $0 | $0 | MDT | 13F-HR | 8/9/2023, 05:07 PM | |
| Q1 2023 | 41 | $161M | +$20.3M | -$4.36M | +$15.9M | SPY, QQQ, VV, VUG, XLK | 13F-HR | 5/11/2023, 03:32 PM |
| Q4 2022 | 39 | $131M | +$32.2M | -$29.5M | +$2.66M | SPY, QQQ, VV, VUG, IVV | 13F-HR | 2/13/2023, 06:08 PM |
| Q3 2022 | 41 | $124M | +$12.6M | -$13.3M | -$637K | QQQ, QQQM, IVV, SPY, VV | 13F-HR | 10/19/2022, 02:51 PM |
| Q2 2022 | 39 | $130M | +$21.2M | -$33.1M | -$11.8M | QQQ, IVV, SPY, VV, VOO | 13F-HR | 7/11/2022, 04:17 PM |
| Q1 2022 | 45 | $172M | +$24.4M | -$5.49M | +$18.9M | SPY, QQQ, IVV, VV, VUG | 13F-HR | 4/26/2022, 01:47 PM |
| Q4 2021 | 45 | $165M | +$35.3M | -$19.1M | +$16.1M | SPY, QQQ, VV, VUG, FLRN | 13F-HR | 1/12/2022, 06:51 PM |
| Q3 2021 | 49 | $137M | +$8.75M | -$4.86M | +$3.89M | QQQ, SPY, VV, VUG, MINT | 13F-HR | 11/3/2021, 06:45 PM |
| Q2 2021 | 46 | $134M | +$11.7M | -$7.55M | +$4.13M | QQQ, SPY, VV, VUG, IVV | 13F-HR | 7/12/2021, 08:10 PM |
| Q1 2021 | 46 | $121M | $0 | $0 | QQQ, SPY, VV, VUG, IVV | 13F-HR | 5/20/2021, 01:37 PM |