| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 28 | $74.7M | +$23.7M | -$7.69M | +$16M | VIG, VUSB, SHYG, SDY, VEA | 13F-HR | 11/14/2024, 05:13 PM |
| Q2 2024 | 20 | $55M | +$2.86M | -$242K | +$2.62M | VIG, VEA, SHYG, SDY, VGLT | 13F-HR | 8/14/2024, 05:32 PM |
| Q1 2024 | 18 | $52.7M | +$897K | $0 | +$897K | VIG, VEA, SHYG, SDY, VGLT | 13F-HR | 5/15/2024, 05:08 PM |
| Q4 2023 | 17 | $49.7M | $0 | $0 | VIG, VEA, SHYG, SDY, VGLT | 13F-HR | 2/13/2024, 07:42 PM |