Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2024 | 18 | $52.7M | +$897K | $0 | +$897K | VIG, VEA, SHYG, SDY, VGLT, IAU | 13F-HR | 5/15/2024, 05:08 PM |
Q4 2023 | 17 | $49.7M | $0 | $0 | VIG, VEA, SHYG, SDY, VGLT, IAU | 13F-HR | 2/13/2024, 07:42 PM |