Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 115 | $94.7M | +$15.4M | -$48.4M | -$33M | SCHK, SCHR, IJH, AAPL, BRKB | 13F-HR | 2/7/2025, 11:31 AM |
Q3 2024 | 158 | $139M | $0 | $0 | SCHK, AAPL, SCHR, IJH, MSFT | 13F-HR | 10/31/2024, 10:33 AM |