Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 41 | $128M | +$9.6M | -$941K | +$8.66M | VOO, VXF, BND, VXUS, VEA | 13F-HR | 7/26/2024, 04:55 PM |
Q1 2024 | 38 | $118M | $0 | $0 | VOO, VXF, BND, VXUS, VEA | 13F-HR | 4/26/2024, 12:26 PM |