| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 27 | 140,410 | VOO, NBN, VXF, VTI | 13F-HR | 4/17/2025 | 000190192925000003 |
| Q4 2024 | 29 | 135,577 | VOO, NBN, VXF, VTI | 13F-HR | 1/23/2025 | 000190192925000001 |
| Q3 2024 | 30 | 121,995 | VOO, NBN, VXF, VTI | 13F-HR | 10/9/2024 | 000190192924000006 |
| Q2 2024 | 13 | 20,075 | NBN, GOOG, AAPL, AMZN | 13F-HR | 7/15/2024 | 000190192924000004 |
| Q1 2024 | 29 | 146,688 | VOO, IVV, NBN, VXF | 13F-HR | 4/26/2024 | 000190192924000003 |
| Q4 2023 | 30 | 128,485 | VOO, IVV, NBN, VXF | 13F-HR | 1/18/2024 | 000190192924000002 |
| Q3 2023 | 30 | 108,936 | VOO, IVV, NBN, VTI | 13F-HR | 10/30/2023 | 000176794023000005 |
| Q2 2023 | 13 | 12,537 | NBN, GOOG, SPY, META | 13F-HR | 7/19/2023 | 000190192923000003 |
| Q1 2023 | 33 | 106,916 | VOO, IVV, NBN, VXF | 13F-HR | 4/14/2023 | 000190192923000002 |
| Q4 2022 | 34 | 91,462 | VOO, VTI, IVV, NBN | 13F-HR | 1/30/2023 | 000190192923000001 |
| Q3 2022 | 35 | 88,601 | VOO, IVV, NBN, VXF | 13F-HR | 10/24/2022 | 000190192922000004 |
| Q2 2022 | 34 | 92,122 | VOO, IVV, NBN, VEA | 13F-HR | 7/25/2022 | 000190192922000003 |
| Q1 2022 | 40 | 103,307 | VOO, IVV, VEA, VWO | 13F-HR | 5/3/2022 | 000190192922000002 |
| Q4 2021 | 41 | 104,260 | VOO, IVV, VEA, VCSH | 13F-HR | 1/31/2022 | 000190192922000001 |