Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 48 | $116M | +$9.56M | -$3.62M | +$5.93M | VOO, SCHF, AVEM, AVUV, VXF | 13F-HR | 10/25/2024, 03:30 PM |
Q2 2024 | 48 | $104M | $0 | $0 | VOO, SCHF, AVEM, AVUV, VXF | 13F-HR | 8/9/2024, 02:16 PM |