Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 89 | $113M | +$3.26M | -$4.44M | -$1.19M | VOO, QQQ, RDVY, DJUL, QQQM | 13F-HR | 4/16/2025, 01:25 PM |
Q4 2024 | 90 | $118M | $0 | $0 | VOO, QQQ, RDVY, QQQM, DJUL | 13F-HR | 1/30/2025, 01:58 PM |