| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 73 | $157M | +$7.34M | -$1.44M | +$5.9M | SDY, RWJ, QQQ, VXUS, VOT | 13F-HR | 10/8/2024, 06:04 PM |
| Q2 2024 | 71 | $140M | +$8.83M | -$4.23M | +$4.59M | SDY, QQQ, RWJ, VXUS, VOT | 13F-HR | 7/12/2024, 02:43 PM |
| Q1 2024 | 71 | $137M | +$5.3M | -$1.19M | +$4.11M | SDY, RWJ, QQQ, VXUS, VOT | 13F-HR | 4/11/2024, 10:05 AM |
| Q4 2023 | 65 | $126M | +$2.26M | -$2.85M | -$593K | SDY, RWJ, QQQ, VXUS, VOT | 13F-HR | 1/9/2024, 05:54 PM |
| Q3 2023 | 64 | $116M | +$10.2M | -$767K | +$9.47M | SDY, RWJ, QQQ, VXUS, VOT | 13F-HR | 10/10/2023, 09:05 PM |
| Q2 2023 | 65 | $119M | +$3.97M | -$1.03M | +$2.93M | SDY, RWJ, QQQ, VXUS, VOT | 13F-HR | 7/10/2023, 09:21 PM |
| Q1 2023 | 65 | $111M | +$3.23M | -$528K | +$2.7M | SDY, RWJ, QQQ, VXUS, SPLV | 13F-HR | 4/11/2023, 03:19 PM |
| Q4 2022 | 63 | $105M | $0 | $0 | SDY, RWJ, VXUS, SPLV, QQQ | 13F-HR | 4/6/2023, 02:58 PM |