| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 86 | $293M | +$277M | -$142M | +$135M | IEMG, IEFA, VGT, XLV, VB | 13F-HR | 8/5/2024, 11:19 AM |
| Q1 2024 | 57 | $156M | +$10.6M | -$3.07M | +$7.54M | QQQ, SCHG, SCHB, AAPL, VO | 13F-HR | 5/9/2024, 11:40 AM |
| Q4 2023 | 60 | $136M | +$9.54M | -$14.4M | -$4.86M | AAPL, QQQ, SCHG, SCHB, IXUS | 13F-HR | 1/30/2024, 01:17 PM |
| Q3 2023 | 67 | $129M | $0 | $0 | AAPL, VCSH, QQQ, SCHG, SCHB | 13F-HR | 11/14/2023, 05:29 PM |