| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 244 | $314M | +$2.63M | -$2.93B | -$2.93B | AVUS, BIL, TBUX, VTI, VIG | 13F-HR | 11/12/2024, 01:13 PM |
| Q2 2024 | 770 | $2.48B | $0 | $0 | AVUS, SCHB, LOW, GOOG, TILL | 13F-HR | 8/6/2024, 01:55 PM | |
| Q1 2024 | 313 | $415M | +$243M | -$3.61M | +$240M | BIL, AVUS, VOO, PG, AAPL | 13F-HR | 4/22/2024, 11:05 AM |
| Q4 2023 | 147 | $169M | +$9.65M | -$153M | -$143M | PG, AGG, RSP, VOO, FIXD | 13F-HR | 1/18/2024, 03:26 PM |
| Q3 2023 | 267 | $296M | +$51.4M | -$17M | +$34.4M | AAPL, BIL, PG, AGG, TSLA | 13F-HR | 11/7/2023, 06:52 PM |
| Q2 2023 | 254 | $271M | +$32.3M | -$20.7M | +$11.6M | AAPL, PG, TSLA, VOO, QQQ | 13F-HR | 9/6/2023, 07:26 PM |
| Q1 2023 | 241 | $248M | $0 | $0 | AAPL, PG, BND, VXUS, VOO | 13F-HR | 9/6/2023, 07:24 PM |