| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 572 | $129M | +$3.95M | -$2.34M | +$1.61M | SCHG, CAPE, QQQ, SCHB, SPY | 13F-HR | 11/8/2024, 08:16 PM |
| Q2 2024 | 565 | $122M | +$7.17M | -$8.74M | -$1.57M | SCHG, CAPE, QQQ, SCHB, MINT | 13F-HR | 8/14/2024, 05:28 PM |
| Q1 2024 | 571 | $121M | +$8.82M | -$6.41M | +$2.41M | SCHG, CAPE, QQQ, SCHB, PJUN | 13F-HR | 5/15/2024, 07:27 PM |
| Q4 2023 | 547 | $112M | $0 | $0 | SCHG, CAPE, USFR, QQQ, SCHB | 13F-HR | 5/15/2024, 07:25 PM |