Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2024 | 257 | $594M | +$355M | -$18M | +$336M | MSFT, AAPL, VOO, ONEQ, NVDA | 13F-HR | 5/15/2024, 01:38 PM |
Q4 2023 | 146 | $240M | $0 | $0 | VOO, ONEQ, XLE, AAPL, MSFT | 13F-HR | 2/13/2024, 10:29 AM |