Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2024 | 38 | $124M | +$59.4M | -$43.8M | +$15.6M | OEF, IVV, IEFA, GLDM, URA, DYNF | 13F-HR | 5/8/2024, 12:47 PM |
Q4 2023 | 30 | $101M | IYW, IEFA, EMXC, OEF, IWM, XMHQ | 13F-HR | 1/23/2024, 04:41 PM |