| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 52 | 260,567 | GOVT, DIMENSIONAL ETF TRUST, MSFT, GOOG | 13F-HR | 1/31/2024 | 000188290324000001 |
| Q3 2023 | 52 | 225,011 | GOVT, GOOG, MSFT, V | 13F-HR | 10/23/2023 | 000188290323000005 |
| Q2 2023 | 49 | 230,177 | MSFT, ASML, V, IEI | 13F-HR | 8/8/2023 | 000188290323000003 |
| Q1 2023 | 46 | 209,500 | IEI, ASML, IEF, V | 13F-HR | 4/27/2023 | 000188290323000002 |
| Q4 2022 | 49 | 160,556 | V, IEI, IEF, ASML | 13F-HR | 2/1/2023 | 000188290323000001 |
| Q2 2022 | 31 | 122,199 | V, ASML, GOOG, MSFT | 13F-HR | 8/10/2022 | 000188290322000004 |
| Q1 2022 | 29 | 143,833 | USFR, V, GOOG, ASML | 13F-HR | 5/16/2022 | 000188290322000003 |
| Q4 2021 | 33 | 116,608 | GOOG, V, META, ASML | 13F-HR | 1/25/2022 | 000188290322000002 |