| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 259 | 364,178 | VOO, NVDA, MSFT, VEA | 13F-HR | 2/11/2025 | 000139834425002447 |
| Q3 2024 | 1,240 | 514,613 | IVV, VOO, IUSB, MSFT | 13F-HR | 11/4/2024 | 000139834424019908 |
| Q2 2024 | 287 | 414,911 | IVV, IUSB, VOO, VEA | 13F-HR | 8/13/2024 | 000139834424014448 |