| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 336 | 110,839 | AAPL, VEU, MSFT, FDN | 13F-HR | 11/6/2024 | 000090572924000165 |
| Q2 2024 | 330 | 105,621 | AAPL, VUG, MSFT, FDN | 13F-HR | 7/23/2024 | 000090572924000109 |
| Q1 2024 | 335 | 107,400 | VEU, MSFT, FDN, AAPL | 13F-HR | 4/30/2024 | 000090572924000078 |
| Q4 2023 | 345 | 104,784 | AAPL, VEU, MSFT, FDN | 13F-HR | 2/6/2024 | 000090572924000028 |