Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 33 | $96.9M | +$23.8M | -$7.58M | +$16.2M | DFAC, VGSH, DFIC, DFAT, DFIP | 13F-HR | 4/16/2025, 09:03 PM |
Q4 2024 | 33 | $81.9M | $0 | $0 | DFAC, DFAT, VGSH, DFIC, VTI | 13F-HR | 2/6/2025, 10:19 AM |