Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 33 | $131M | +$9.09M | -$3.87M | +$5.22M | VTIP, AVDV, AVUV, VTI, VEU | 13F-HR | 4/15/2025, 05:11 PM |
Q4 2024 | 34 | $132M | $0 | $0 | AVUV, VTIP, VTI, AVDV, VNQ | 13F-HR | 1/14/2025, 06:26 AM |