Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 79 | $349M | +$39.1M | -$8.13M | +$30.9M | VOO, VGIT, VEA, RSP, MSFT | 13F-HR | 4/11/2025, 10:26 AM |
Q4 2024 | 74 | $323M | $0 | $0 | VGIT, VOO, MSFT, RSP, VEA | 13F-HR | 2/7/2025, 09:35 AM |