| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 463 | 398,891 | AAPL, MSFT, IVV, GLD | 13F-HR | 10/7/2024 | 000187076124000006 |
| Q2 2024 | 485 | 384,701 | AAPL, MSFT, IVV, GLD | 13F-HR | 7/1/2024 | 000187076124000004 |
| Q1 2024 | 489 | 380,489 | MSFT, AAPL, IVV, VO | 13F-HR | 4/10/2024 | 000187076124000003 |
| Q4 2023 | 484 | 352,466 | AAPL, MSFT, VO, GLD | 13F-HR | 2/2/2024 | 000187076124000002 |
| Q3 2023 | 490 | 333,616 | AAPL, MSFT, VO, GVI | 13F-HR | 10/10/2023 | 000187076123000010 |
| Q2 2023 | 499 | 349,503 | AAPL, MSFT, VO, GLD | 13F-HR | 7/28/2023 | 000187076123000007 |
| Q1 2023 | 498 | 333,154 | AAPL, VO, MSFT, GLD | 13F-HR | 4/4/2023 | 000187076123000002 |
| Q4 2022 | 509 | 331,961 | AAPL, MSFT, VO, GVI | 13F-HR | 1/10/2023 | 000187076123000001 |
| Q3 2022 | 523 | 319,826 | AAPL, MSFT, GVI, VO | 13F-HR | 10/24/2022 | 000187076122000005 |
| Q2 2022 | 520 | 345,584 | AAPL, MSFT, VO, GVI | 13F-HR | 7/8/2022 | 000187076122000003 |
| Q1 2022 | 525 | 411,417 | AAPL, MSFT, VO, GLD | 13F-HR | 4/20/2022 | 000187076122000002 |
| Q4 2021 | 201 | 411,497 | AAPL, MSFT, VO, GVI | 13F-HR | 1/12/2022 | 000187076122000001 |
| Q3 2021 | 188 | 374,186 | AAPL, MSFT, VO, VEA | 13F-HR | 10/5/2021 | 000187076121000003 |
| Q2 2021 | 188 | 374,186 | AAPL, MSFT, VO, VEA | 13F-HR | 7/6/2021 | 000187076121000002 |