| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 121 | $199M | +$58.8M | -$42.3M | +$16.5M | VXUS, IWF, VOO, JPM, LLY | 13F-HR | 10/29/2024, 11:53 AM |
| Q2 2024 | 947 | $172M | +$2.68M | -$6.18M | -$3.5M | AGG, VOO, JPM, LLY, IWF | 13F-HR | 8/7/2024, 04:45 PM |
| Q1 2024 | 1,054 | $169M | +$9.21M | -$3.59M | +$5.62M | AGG, VOO, JPM, LLY, IWF | 13F-HR | 4/23/2024, 10:43 AM |
| Q4 2023 | 1,001 | $163M | $0 | $0 | AGG, VOO, JPM, IWF, LLY | 13F-HR | 1/31/2024, 12:49 PM |