Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 58 | $287M | +$27.8M | -$4.49M | +$23.3M | IVV, VIG, SPYG, VYM, QQQ | 13F-HR | 10/1/2024, 12:52 PM |
Q1 2024 | 55 | $252M | $0 | $0 | IVV, VIG, SPYG, VYM, QQQ | 13F-HR | 7/1/2024, 12:44 PM |