| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 83 | $98.7M | +$6.83M | -$3.21M | +$3.63M | VOO, SPY, AAPL, VIG, VTV | 13F-HR | 2/14/2023, 07:08 PM |
| Q3 2022 | 72 | $90.5M | +$12.2M | -$2.6M | +$9.63M | VOO, SPY, AAPL, VIG, VB | 13F-HR | 11/10/2022, 11:40 AM |
| Q2 2022 | 62 | $89M | $0 | $0 | VOO, SPY, AAPL, VIG, VB | 13F-HR | 7/22/2022, 04:07 PM |