Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 58 | $156M | +$13.6M | -$313K | +$13.3M | VOO, RSP, QQQ, AMZN, SCHB | 13F-HR | 7/21/2025, 09:53 PM |
Q1 2025 | 53 | $129M | +$30.8M | -$1.03M | +$29.8M | VOO, RSP, AMZN, QQQ, SCHB | 13F-HR | 4/22/2025, 05:48 PM |
Q4 2024 | 53 | $108M | $0 | $0 | RSP, VOO, QQQ, SCHB, AMZN | 13F-HR | 2/14/2025, 05:05 PM |