Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 83 | $175M | +$17.9M | -$3.01M | +$14.9M | VTI, DFAU, VFMV, DFLV, VXUS | 13F-HR | 4/21/2025, 04:53 PM |
Q4 2024 | 86 | $160M | $0 | $0 | VTI, DFAU, VXUS, JMUB, VFMV | 13F-HR | 2/12/2025, 05:10 PM |