| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 261 | $67M | +$1.74M | -$2.27M | -$524K | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 11/13/2024, 10:40 AM |
| Q2 2024 | 303 | $63.6M | +$2.28M | -$3.05M | -$763K | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 8/14/2024, 05:23 PM |
| Q1 2024 | 306 | $63.8M | +$3.27M | -$2.42M | +$848K | VOO, AAPL, FMB, BND, VB | 13F-HR | 5/15/2024, 07:15 PM |
| Q4 2023 | 303 | $60.1M | $0 | $0 | AAPL, VOO, FMB, BND, VB | 13F-HR | 2/12/2024, 07:16 PM |