Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 82 | $110M | +$4.48M | -$2.43M | +$2.05M | VIG, VBR, IEFA, IEMG, VYM | 13F-HR | 4/15/2025, 03:14 PM |
Q4 2024 | 82 | $109M | $0 | $0 | VIG, VBR, IEMG, IEFA, VYM | 13F-HR | 1/14/2025, 04:30 PM |