Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2024 | 45 | $167M | +$18.2M | -$5.18M | +$13M | VTI, VXUS, JPST, KRC, DFAI | 13F-HR | 4/18/2024, 10:35 AM |
Q4 2023 | 42 | $145M | $0 | $0 | VTI, JPST, VXUS, KRC, DFAI | 13F-HR | 1/12/2024, 12:18 PM |