Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 49 | $209M | +$8.14M | -$2.66M | +$5.48M | VOO, ESGV, RAFE, VSGX, VTIP | 13F-HR | 7/11/2025, 07:27 PM |
Q1 2025 | 39 | $192M | +$9.75M | -$2.37M | +$7.38M | VOO, ESGV, RAFE, VTIP, VSGX | 13F-HR | 5/14/2025, 12:21 PM |
Q4 2024 | 55 | $186M | $0 | $0 | VOO, ESGV, RAFE, VTIP, VSGX | 13F-HR | 2/11/2025, 06:08 PM |