Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 819 | $329M | +$13.5M | -$10.2M | +$3.34M | MSFT, VOO, EFA, AAPL, NVDA | 13F-HR | 10/15/2024, 10:56 AM |
Q2 2024 | 828 | $311M | +$28M | -$7.34M | +$20.6M | MSFT, VOO, EFA, NVDA, AAPL | 13F-HR | 7/9/2024, 05:42 PM |
Q1 2024 | 801 | $294M | $0 | $0 | MSFT, VOO, EFA, AAPL, NVDA | 13F-HR | 5/6/2024, 01:43 PM |