| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 313 | 415,080 | BIL, AVUS, VOO, PG | 13F-HR | 4/22/2024 | 000175496024000163 |
| Q4 2023 | 147 | 168,675 | PG, AGG, RSP, VOO | 13F-HR | 1/18/2024 | 000175496024000043 |
| Q3 2023 | 267 | 296,093 | AAPL, BIL, PG, AGG | 13F-HR | 11/7/2023 | 000175496023000321 |
| Q2 2023 | 254 | 271,311 | AAPL, PG, TSLA, VOO | 13F-HR | 9/6/2023 | 000175496023000256 |
| Q1 2023 | 241 | 247,911 | AAPL, PG, BND, VXUS | 13F-HR | 9/6/2023 | 000175496023000255 |