Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 106 | $188M | +$12.5M | -$5.26M | +$7.22M | VOO, VOOV, VIG, MSFT, AAPL | 13F-HR | 2/12/2025, 09:51 PM |
Q3 2024 | 101 | $182M | $0 | $0 | VOO, VOOV, VIG, MSFT, AAPL | 13F-HR | 11/14/2024, 02:37 PM |