Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 48 | $76.1M | +$15.8M | -$23.1M | -$7.26M | SHV, VOO, MSFT, VTI, NVDA | 13F-HR | 4/11/2025, 03:03 PM |
Q4 2024 | 56 | $87.6M | $0 | $0 | SHV, VOO, NVDA, VTI, MSFT | 13F-HR | 2/14/2025, 05:03 PM |