Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 82 | $139M | +$54.4M | -$2.34M | +$52.1M | SGOV, AGG, IVV, VOO, NUBD | 13F-HR | 11/7/2024, 12:10 PM |
Q1 2024 | 64 | $83.4M | $0 | $0 | VOO, NUBD, BSV, CMF, VSGX | 13F-HR | 1/14/2025, 07:58 PM |