Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 26 | $52.8M | +$6M | -$1.53M | +$4.47M | VOO, VXUS, VTI, VXF, BND | 13F-HR | 4/15/2025, 01:30 PM |
Q4 2024 | 20 | $49M | $0 | $0 | VOO, VXUS, VXF, VTI, BND | 13F-HR | 2/13/2025, 04:46 PM |