Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2024 | 64 | $164M | +$28.9M | -$1.79M | +$27.1M | BRKB, IJR, EFA, SPLV, V | 13F-HR | 10/22/2024, 10:08 AM |
Q4 2023 | 49 | $130M | $0 | $0 | BRKB, IJR, EFA, SPLV, V | 13F-HR | 10/22/2024, 10:05 AM |