Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 23 | $117M | +$8.07M | -$261K | +$7.81M | SCHX, VBK, VIOV, SCHP, AGG | 13F-HR | 4/10/2025, 03:34 PM |
Q4 2024 | 20 | $115M | $0 | $0 | SCHX, VBK, VIOV, SCHP, VTI | 13F-HR | 1/23/2025, 03:52 PM |