| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 98 | $167M | +$18.1M | -$13.5M | +$4.56M | IUSB, IVV, IVW, DYNF, QUAL | 13F-HR | 11/13/2024, 04:42 PM |
| Q2 2024 | 103 | $154M | +$25.9M | -$19.1M | +$6.8M | IVV, IUSB, IVW, DYNF, QUAL | 13F-HR | 8/9/2024, 05:42 PM |
| Q1 2024 | 91 | $141M | +$35.9M | -$20.3M | +$15.5M | IVV, IUSB, QUAL, DYNF, MUB | 13F-HR | 4/30/2024, 11:02 AM |
| Q4 2023 | 86 | $124M | $0 | $0 | IVV, IUSB, VTI, QUAL, EFV | 13F-HR | 3/5/2024, 03:06 PM |