Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 994 | $319M | +$26.8M | -$7.63M | +$19.1M | SPTM, VOO, IEFA, VEA, BND | 13F-HR | 4/10/2025, 07:05 AM |
Q4 2024 | 521 | $303M | $0 | $0 | VOO, SPTM, VEA, BND, VCSH | 13F-HR | 2/7/2025, 10:20 AM |