| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 245 | 641,939 | SPY, IVV, IJH, IEFA | 13F-HR | 4/15/2024 | 000095012324003330 |
| Q4 2023 | 169 | 307,906 | IVV, MSFT, SPY, AAPL | 13F-HR | 1/8/2024 | 000095012324000068 |
| Q3 2023 | 156 | 247,644 | IVV, SPY, AAPL, MSFT | 13F-HR | 10/17/2023 | 000095012323008841 |
| Q2 2023 | 137 | 155,118 | SPY, MSFT, AAPL, IVV | 13F-HR | 7/25/2023 | 000095012323006268 |
| Q1 2023 | 77 | 54,044 | MSFT, AAPL, IEFA, IJH | 13F-HR | 4/26/2023 | 000095012323003429 |