| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 695 | 148,559 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 1/25/2024 | 000004639224000001 |
| Q3 2023 | 724 | 134,190 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 11/2/2023 | 000004639223000005 |
| Q2 2023 | 689 | 134,018 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 8/1/2023 | 000004639223000004 |
| Q1 2023 | 646 | 122,276 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 4/27/2023 | 000004639223000003 |
| Q4 2022 | 635 | 113,788 | SCHD, AAPL, QQQ, MSFT | 13F-HR | 1/25/2023 | 000004639223000002 |
| Q3 2022 | 633 | 103,274 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 10/20/2022 | 000004639222000009 |
| Q2 2022 | 610 | 109,142 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 8/3/2022 | 000004639222000006 |
| Q1 2022 | 589 | 126,174 | AAPL, SCHD, QQQ, MSFT | 13F-HR | 5/5/2022 | 000004639222000005 |