Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 449 | $110M | +$5.8M | -$1.13M | +$4.66M | VOO, JPST, EFA, IBDT, IBDS | 13F-HR | 4/14/2025, 02:31 PM |
Q4 2024 | 454 | $107M | $0 | $0 | VOO, JPST, IBDT, IVV, IBDS | 13F-HR | 2/3/2025, 01:07 PM |