Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 95 | $101M | +$2.63M | -$177K | +$2.45M | VOO, VB, ISTB, VXUS, VO | 13F-HR | 4/15/2025, 02:18 PM |
Q4 2024 | 99 | $99.4M | $0 | $0 | VOO, VB, ISTB, VXUS, VO | 13F-HR | 1/23/2025, 03:40 PM |