| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 555 | 1,544,539 | MUB, VTEB, AAPL, MSFT | 13F-HR | 11/7/2024 | 000139834424020228 |
| Q2 2024 | 513 | 1,413,473 | MUB, VTEB, AAPL, MSFT | 13F-HR | 8/8/2024 | 000139834424014096 |
| Q1 2024 | 448 | 983,260 | MUB, VTEB, MSFT, AAPL | 13F-HR | 5/7/2024 | 000139834424008937 |
| Q4 2023 | 422 | 873,202 | MUB, VTEB, AAPL, MSFT | 13F-HR | 1/25/2024 | 000139834424001041 |
| Q3 2023 | 403 | 795,497 | MUB, VTEB, AAPL, VEA | 13F-HR | 11/13/2023 | 000139834423020490 |
| Q2 2023 | 435 | 928,632 | MUB, VTEB, AAPL, VEA | 13F-HR | 8/11/2023 | 000139834423014665 |
| Q1 2023 | 427 | 867,848 | MUB, VTEB, AAPL, VEA | 13F-HR | 5/15/2023 | 000139834423009856 |
| Q4 2022 | 399 | 791,560 | MUB, VTEB, IEMG, VEA | 13F-HR | 2/14/2023 | 000139834423003451 |