| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 92 | $113M | +$3.06M | -$1.36M | +$1.7M | VTI, VTV, IWF, VGT, AAPL | 13F-HR | 7/16/2024, 05:45 PM |
| Q1 2024 | 94 | $109M | +$3.6M | -$5.5M | -$1.9M | VTI, VTV, IWF, VGT, AAPL | 13F-HR | 5/14/2024, 02:04 PM |
| Q4 2023 | 88 | $103M | $0 | $0 | VTI, VTV, VGT, IWF, AAPL | 13F-HR | 2/6/2024, 05:33 PM |