Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 828 | $311M | +$28M | -$7.34M | +$20.6M | MSFT, VOO, EFA, NVDA, AAPL | 13F-HR | 7/9/2024, 05:42 PM |
Q1 2024 | 795 | $294M | $0 | $0 | MSFT, VOO, EFA, AAPL, NVDA | 13F-HR | 5/6/2024, 01:43 PM |