Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 18 | $312M | +$39.1M | -$4.43M | +$34.6M | VTI, SCHG, QQQ, SCHD, SCHA | 13F-HR | 7/23/2025, 04:01 PM |
Q1 2025 | 17 | $251M | $0 | $0 | VTI, SCHG, SCHD, QQQ, SCHA | 13F-HR | 5/7/2025, 07:11 PM |