| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 572 | $54.5M | +$3.64M | -$3.89M | -$256K | SPLG, RSP, ESGU, QQQ, AAPL | 13F-HR | 11/1/2022, 09:21 AM |
| Q2 2022 | 600 | $62.4M | +$3.09M | -$1.61M | +$1.48M | SPLG, RSP, ESGU, QQQ, VEA | 13F-HR | 7/14/2022, 01:12 PM |
| Q1 2022 | 522 | $70.5M | +$6.58M | -$4.49M | +$2.09M | SPLG, RSP, ESGU, QQQ, AAPL | 13F-HR | 4/20/2022, 08:20 AM |
| Q4 2021 | 493 | $71.7M | +$7.01M | -$9.67M | -$2.67M | SPLG, RSP, QQQ, ESGU, AAPL | 13F-HR | 1/26/2022, 10:34 AM |
| Q3 2021 | 459 | $71.1M | $0 | $0 | RSP, QQQ, SPLG, VEA, ESGU | 13F-HR | 11/4/2021, 09:10 AM |