Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 832 | $3.07B | $0 | $0 | AAPL, VTV, MSFT, TACK, VUG | 13F-HR | 2/14/2025, 10:50 AM | |
Q3 2024 | 13F-NT | 10/30/2024, 09:24 AM | ||||||
Q2 2024 | 13F-NT | 7/22/2024, 01:09 PM | ||||||
Q1 2024 | 13F-NT | 4/30/2024, 10:01 AM | ||||||
Q4 2023 | 13F-NT | 2/5/2024, 04:37 PM | ||||||
Q3 2023 | 13F-NT | 11/14/2023, 10:02 AM | ||||||
Q2 2023 | 13F-NT | 8/10/2023, 02:26 PM | ||||||
Q1 2023 | 13F-NT | 5/12/2023, 03:51 PM | ||||||
Q4 2022 | 13F-NT | 2/14/2023, 02:15 PM |