Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 92 | 242,861 | VTI, MSFT, IXUS, QUAL | 13F-HR | 10/7/2024 | 000108514624004696 |
Q2 2024 | 80 | 229,946 | VTI, MSFT, IXUS, QUAL | 13F-HR | 7/30/2024 | 000108514624003332 |
Q1 2024 | 80 | 223,424 | VTI, MSFT, IXUS, QUAL | 13F-HR | 4/17/2024 | 000108514624001882 |
Q4 2023 | 80 | 209,513 | VTI, MSFT, IXUS, AGG | 13F-HR | 3/15/2024 | 000108514624001603 |