Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 87 | $164M | +$26.7M | -$48.5M | -$21.7M | AAPL, IVV, IJH, PAVE, IWV | 13F-HR | 2/14/2025, 02:09 PM |
Q3 2024 | 120 | $182M | $0 | $0 | AAPL, IVV, MSFT, IJH, IWV | 13F-HR | 11/12/2024, 02:10 PM |