| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 405 | 118,572 | AAPL, VTI, LECO, BRK-B | 13F-HR | 11/13/2024 | 000198604224000020 |
| Q2 2024 | 406 | 111,778 | AAPL, VTI, LECO, SPLV | 13F-HR | 8/14/2024 | 000182140724000001 |
| Q3 2023 | 403 | 96,671 | AAPL, VTI, LECO, SPLV | 13F-HR | 11/2/2023 | 000183566923000004 |
| Q2 2023 | 396 | 101,786 | AAPL, VTI, LECO, SPLV | 13F-HR | 8/10/2023 | 000198604223000012 |
| Q1 2023 | 72 | 95,648 | VTI, AAPL, LECO, SPLV | 13F-HR | 4/17/2023 | 000182140723000002 |
| Q4 2022 | 478 | 130,663 | VTI, AAPL, LECO, SPLV | 13F-HR | 1/31/2023 | 000182140723000001 |
| Q3 2022 | 87 | 110,980 | VTI, AAPL, JPST, LECO | 13F-HR | 10/18/2022 | 000182140722000007 |
| Q2 2022 | 436 | 116,771 | VTI, AAPL, JPST, SPLV | 13F-HR | 7/28/2022 | 000182140722000004 |
| Q1 2022 | 91 | 131,367 | VTI, AAPL, JPST, SPLV | 13F-HR | 4/25/2022 | 000182140722000003 |
| Q4 2021 | 170 | 172,043 | VTI, AAPL, JPST, SPLV | 13F-HR | 2/7/2022 | 000182140722000001 |
| Q3 2021 | 144 | 142,945 | VTI, AAPL, JPST, SPLV | 13F-HR | 10/25/2021 | 000182140721000002 |
| Q2 2021 | 88 | 128,821 | VTI, AAPL, JPST, SPLV | 13F-HR | 8/11/2021 | 000165203521000006 |
| Q1 2021 | 94 | 120,425 | VTI, AAPL, JPST, SPLV | 13F-HR | 5/14/2021 | 000165203521000004 |
| Q4 2020 | 91 | 375,878 | BRK-A, AMZN, BKNG, GOOGL | 13F-HR | 2/11/2021 | 000182140721000001 |
| Q3 2020 | 75 | 105,663 | VTI, AAPL, JPST, SPLV | 13F-HR | 11/6/2020 | 000182140720000003 |
| Q2 2020 | 82 | 110,118 | VTI, JPST, AAPL, SPLV | NEW HOLDINGS | 8/27/2020 | 000182140720000002 |
| Q2 2020 | 234 | 317,199 | PG, CHE, AAPL, META | 13F-HR | 8/18/2020 | 000182140720000001 |