Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 6 | $300M | +$1.23M | -$1.86M | -$626K | VUG, VTV, USRT, VOO, IVV | 13F-HR | 11/4/2024, 01:57 PM |
Q2 2024 | 6 | $279M | $0 | $0 | VUG, VTV, USRT, VOO, IVV | 13F-HR | 7/29/2024, 01:41 PM |