Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 49 | $134M | +$40.7M | -$16.6M | +$24.1M | VOO, VEA, TBIL, QQQ, NVG | 13F-HR | 11/13/2024, 01:55 PM |
Q2 2024 | 45 | $105M | +$9.04M | -$7.28M | +$1.76M | BIL, VOO, VEA, QQQ, NVG | 13F-HR | 11/13/2024, 01:53 PM |
Q1 2024 | 44 | $102M | +$17.6M | -$28.1M | -$10.5M | VOO, BIL, VEA, VB, VWO | 13F-HR | 11/13/2024, 01:50 PM |
Q4 2023 | 38 | $109M | $0 | $0 | VOO, BIL, VGIT, MBB, VEA | 13F-HR | 11/13/2024, 01:46 PM |