Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 65 | $115M | +$3.66M | -$1.28M | +$2.38M | VIG, VYM, VWO, IAU, VNQ | 13F-HR | 10/25/2024, 03:34 PM |
Q2 2024 | 54 | $104M | +$252K | -$1.2M | -$953K | VIG, VYM, VWO, IAU, VIGI | 13F-HR | 7/17/2024, 12:07 PM |
Q1 2024 | 57 | $104M | +$2.08M | -$5.96M | -$3.88M | VIG, VYM, VWO, IAU, VNQ | 13F-HR | 4/18/2024, 12:00 PM |
Q4 2023 | 53 | $103M | $0 | $0 | VIG, VYM, VWO, VNQ, VIGI | 13F-HR | 3/20/2024, 06:06 PM |