Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 419 | $124M | +$11.9M | -$5.74M | +$6.13M | VOO, VEA, IVV, BNDX, VWO | 13F-HR | 4/8/2025, 11:17 AM |
Q4 2024 | 424 | $118M | $0 | $0 | VOO, VEA, IVV, BNDX, BSV | 13F-HR | 1/15/2025, 11:31 AM |