Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2022 | 100 | $281M | +$2.68M | -$19.7M | -$17M | BSV, IVV, IJH, BRKB, VYM | 13F-HR | 7/27/2022, 03:23 PM |
Q1 2022 | 108 | $339M | $0 | $0 | BSV, IVV, BND, BRKB, IJH | 13F-HR | 5/24/2022, 02:17 PM |