| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 164 | $1.56B | +$72.7M | -$23.5M | +$49.2M | VOO, AGG, MSFT, GOOGL, META | 13F-HR | 7/26/2024, 03:11 PM |
| Q1 2024 | 183 | $1.48B | $0 | $0 | VOO, AGG, MSFT, GOOGL, MA | 13F-HR | 5/14/2024, 01:03 PM |