Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 651 | $3.39B | +$875M | -$590M | +$285M | FBCG, DYNF, ABFL, JAVA, PWRD | 13F-HR | 4/17/2025, 01:18 PM |
Q4 2024 | 602 | $3.5B | $0 | $0 | VOO, FBCG, DYNF, ABFL, IVV | 13F-HR | 2/13/2025, 01:45 PM |