| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 991 | $126M | +$9.72M | -$4.24M | +$5.48M | VIG, SPY, VTI, ACN, DDWM | 13F-HR | 8/12/2024, 02:36 PM |
| Q1 2024 | 929 | $122M | +$7.72M | -$7.37M | +$351K | VIG, SPY, VTI, DON, DDWM | 13F-HR | 5/13/2024, 11:30 AM |
| Q4 2023 | 859 | $114M | $0 | $0 | VIG, VTI, SPY, DDWM, DON | 13F-HR | 2/9/2024, 04:39 PM |