Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 1,312 | $39.6M | $0 | $0 | WEA, DFP, FNDF, MSD, DSU | 13F-HR | 4/9/2025, 06:31 PM | |
Q4 2024 | 1,183 | $176M | $0 | $0 | JAAA, TSLA, AAPL, VEA, MSFT | 13F-HR | 2/4/2025, 06:39 PM |