Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 39 | $156M | +$1.62M | -$1.22M | +$403K | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 7/23/2024, 03:40 PM |
Q1 2024 | 37 | $152M | $0 | $0 | IVV, IWB, EFA, IWM, VNQ | 13F-HR | 4/22/2024, 10:33 AM |