Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 100 | $137M | +$12.3M | -$4.85M | +$7.42M | VOO, VTI, SCHB, BRKB, MSFT | 13F-HR | 10/24/2024, 12:03 PM |
Q2 2024 | 99 | $121M | +$9.22M | -$7.45M | +$1.77M | VOO, VTI, SCHB, MSFT, BRKB | 13F-HR | 7/26/2024, 04:42 PM |
Q1 2024 | 97 | $118M | $0 | $0 | VOO, VTI, SCHB, MSFT, BRKB | 13F-HR | 5/1/2024, 03:53 PM |