Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 129 | $117M | +$6.03M | -$4.61M | +$1.41M | IVV, SPY, VTI, QQQ, SCHD | 13F-HR | 7/22/2024, 12:29 PM |
Q1 2024 | 132 | $115M | $0 | $0 | IVV, SPY, VTI, QQQ, SCHD | 13F-HR | 5/10/2024, 01:42 PM |