Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 355 | $114M | +$2.6M | -$2.66M | -$55.2K | VOO, IGM, NVDA, VOOV, AAPL | 13F-HR | 11/12/2024, 05:30 PM |
Q2 2024 | 363 | $110M | $0 | $0 | VOO, IGM, NVDA, VOOV, AAPL | 13F-HR | 8/13/2024, 03:34 PM |