Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 231 | $1.04B | +$508M | -$126M | +$382M | SCHX, SCHD, IVV, OSCV, SMH | 13F-HR | 2/10/2025, 01:29 PM |
Q3 2024 | 229 | $911M | $0 | $0 | SCHX, SCHD, IWM, IVV, XLC | 13F-HR | 11/14/2024, 11:49 AM |