Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 65 | $119M | +$15.3M | -$3.51M | +$11.8M | IVV, BIL, DFAI, RSP, VOE | 13F-HR | 4/4/2025, 12:05 PM |
Q4 2024 | 62 | $112M | $0 | $0 | IVV, QQQ, EXPI, VOE, BIL | 13F-HR | 1/23/2025, 12:17 PM |