Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 55 | $111M | +$3.52M | -$3.33M | +$192K | VOO, VHT, PFG, VPU, BAC | 13F-HR | 4/21/2025, 08:48 PM |
Q4 2024 | 56 | $110M | $0 | $0 | VOO, VHT, BAC, PFG, VPU | 13F-HR | 2/4/2025, 07:40 PM |