Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 150 | $416M | +$21.5M | -$8.06M | +$13.4M | VOO, VTI, VYM, AAPL, VEA | 13F-HR | 11/15/2024, 10:37 AM |
Q2 2024 | 149 | $377M | $0 | $0 | VOO, VTI, VYM, AAPL, VEA | 13F-HR | 8/14/2024, 02:41 PM |