Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 448 | $620M | +$110M | -$137M | -$27.3M | NVDA, VTI, VUG, AAPL, AMZN | 13F-HR | 8/1/2025, 09:34 AM |
Q1 2025 | 421 | $582M | $0 | $0 | VTI, NVDA, AAPL, VUG, SPMO | 13F-HR | 5/6/2025, 04:18 PM |