Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 122 | $114M | +$6.62M | -$4.39M | +$2.23M | ITOT, SPY, IEFA, AGG, VGIT | 13F-HR | 4/14/2025, 11:57 AM |
Q4 2024 | 120 | $113M | $0 | $0 | ITOT, SPY, IEFA, AGG, VGIT | 13F-HR | 2/5/2025, 04:40 PM |