| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 115 | 198,526 | VXUS, MUB, AAPL, MSFT | 13F-HR | 11/7/2024 | 000108514624005435 |
| Q2 2024 | 112 | 187,355 | VXUS, MUB, MSFT, AAPL | 13F-HR | 8/13/2024 | 000108514624003770 |
| Q1 2024 | 117 | 186,984 | VXUS, MUB, MSFT, AAPL | 13F-HR | 5/9/2024 | 000108514624002368 |
| Q4 2023 | 114 | 176,031 | VXUS, MUB, AAPL, MSFT | 13F-HR | 2/8/2024 | 000108514624000901 |
| Q3 2023 | 111 | 160,603 | VXUS, MUB, AAPL, MSFT | 13F-HR | 10/19/2023 | 000108514623003801 |
| Q2 2023 | 112 | 163,143 | VXUS, AAPL, MUB, MSFT | 13F-HR | 8/7/2023 | 000108514623003148 |
| Q1 2023 | 113 | 161,344 | VXUS, AAPL, MSFT, UNH | 13F-HR | 5/8/2023 | 000108514623002086 |
| Q4 2022 | 114 | 149,242 | VXUS, AAPL, MSFT, UNH | 13F-HR | 2/13/2023 | 000108514623001132 |
| Q3 2022 | 107 | 135,083 | VXUS, AAPL, MSFT, UNH | 13F-HR | 10/31/2022 | 000108514622003670 |
| Q2 2022 | 108 | 140,598 | VXUS, AAPL, MSFT, UNH | 13F-HR | 8/5/2022 | 000108514622002843 |
| Q1 2022 | 124 | 162,880 | VXUS, AAPL, MSFT, UNH | 13F-HR | 5/9/2022 | 000108514622001840 |
| Q4 2021 | 128 | 171,356 | VXUS, AAPL, MSFT, UNH | 13F-HR | 2/14/2022 | 000108514622000999 |