Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 48 | $49.8M | +$3.19M | -$1.02M | +$2.17M | VTI, IVV, AAPL, IUSB, DGRO | 13F-HR | 11/4/2024, 11:45 AM |
Q2 2024 | 47 | $46M | $0 | $0 | VTI, IVV, IUSB, DGRO, EFV | 13F-HR | 11/4/2024, 12:12 PM |