Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 42 | $54.8M | +$9.46M | -$4.88M | +$4.59M | BOND, BND, SCHD, GDE, RSSY | 13F-HR | 4/10/2025, 03:52 PM |
Q4 2024 | 40 | $49.5M | $0 | $0 | BND, BOND, SCHD, FNDA, GDE | 13F-HR | 2/5/2025, 09:20 AM |