Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 23 | $139M | +$17.3M | -$11.4M | +$5.88M | VTV, VUG, VEA, VWO, IJH | 13F-HR | 7/22/2025, 11:56 AM |
Q1 2025 | 23 | $126M | $0 | $0 | VTV, VUG, VWO, VEA, SPAB | 13F-HR | 4/25/2025, 01:52 PM |