Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 47 | $604M | +$47.7M | -$9.91M | +$37.8M | IVV, IWP, TFLO, VBR, VEA | 13F-HR | 4/14/2025, 10:48 AM |
Q4 2024 | 40 | $573M | $0 | $0 | IVV, IWP, TFLO, VBR, VEA | 13F-HR | 2/26/2025, 02:32 PM |