Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 52 | $130M | +$5.73M | -$3.85M | +$1.88M | USFR, SCHB, SGOV, VTI, SCHF | 13F-HR | 10/10/2024, 05:43 PM |
Q2 2024 | 48 | $123M | $0 | $0 | USFR, SCHB, SGOV, VTI, SCHF | 13F-HR | 8/6/2024, 12:54 PM |