Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 58 | $161M | +$7.75M | -$3.92M | +$3.84M | VTI, QQQ, FVD, IJH, AVLV | 13F-HR | 4/21/2025, 01:00 PM |
Q4 2024 | 59 | $165M | $0 | $0 | VTI, QQQ, IJH, FVD, AVLV | 13F-HR | 1/29/2025, 10:22 AM |