| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 162 | $261M | +$22.2M | -$230M | -$208M | VOO, VTI, VB, IVE, DGRO | 13F-HR | 12/12/2024, 03:06 PM |
| Q2 2024 | 141 | $231M | $0 | $0 | VOO, VTI, VB, IVE, DGRO | New Holdings | 12/12/2024, 03:27 PM | |
| Q2 2024 | 192 | $456M | +$262M | -$1.98M | +$260M | VOO, FBND, VTI, IUSV, SPYG | 13F-HR | 8/9/2024, 12:30 PM |
| Q1 2024 | 111 | $192M | $0 | $0 | VTI, VOO, IVE, VB, DGRO | 13F-HR | 7/31/2024, 02:19 PM |