Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 136 | 109,238 | BND, QQQ, NVDA, AAPL | 13F-HR | 10/22/2024 | 000156133024000006 |
Q2 2024 | 124 | 90,986 | BND, NVDA, QQQ, AAPL | 13F-HR | 7/26/2024 | 000156133024000005 |
Q1 2024 | 115 | 82,914 | NVDA, ACWI, DFAI, BND | 13F-HR | 4/30/2024 | 000156133024000004 |
Q4 2023 | 105 | 75,465 | DIMENSIONAL ETF TRUST, ACWI, AAPL, DFAI | 13F-HR | 1/29/2024 | 000156133024000002 |