| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 152 | $136M | +$12.7M | -$2.95M | +$9.76M | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 10/17/2024, 04:46 PM |
| Q2 2024 | 130 | $121M | +$15.2M | -$4.94M | +$10.3M | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 7/19/2024, 07:57 PM |
| Q1 2024 | 132 | $110M | +$19.4M | -$1.36M | +$18M | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 4/29/2024, 01:12 PM |
| Q4 2023 | 103 | $85.4M | $0 | $0 | VIG, QQQ, VTI, VUG, IVV | 13F-HR | 3/19/2024, 08:32 AM |