Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 233 | $761M | +$28.1M | -$12.2M | +$15.9M | LLY, AAPL, VEA, IVV, PEP | 13F-HR | 7/31/2024, 04:22 PM |
Q1 2024 | 224 | $694M | $0 | $0 | LLY, AAPL, VEA, IVV, PEP | 13F-HR | 5/14/2024, 03:19 PM |