| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 178 | $1.81B | +$128M | -$35.5M | +$93M | VOO, AGG, MSFT, GOOGL, META | 13F-HR | 2/13/2025, 03:49 PM |
| Q3 2024 | 181 | $1.7B | +$124M | -$61.9M | +$62.1M | VOO, AGG, MSFT, GOOGL, META | 13F-HR | 10/25/2024, 04:08 PM |
| Q2 2024 | 164 | $1.56B | +$72.7M | -$23.5M | +$49.2M | VOO, AGG, MSFT, GOOGL, META | 13F-HR | 7/26/2024, 03:11 PM |
| Q1 2024 | 183 | $1.48B | $0 | $0 | VOO, AGG, MSFT, GOOGL, MA | 13F-HR | 5/14/2024, 01:03 PM |