Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 45 | $103M | +$1.76M | -$1.14M | +$624K | VTI, SGOV, VGIT, VGSH, SPTS | 13F-HR | 4/14/2025, 07:35 PM |
Q4 2024 | 48 | $103M | $0 | $0 | VTI, SGOV, VGIT, VGSH, SPTS | 13F-HR | 2/12/2025, 11:02 AM |