| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 107 | 134,230 | VTI, AAPL, SCHB, VB | 13F-HR | 5/14/2025 | 000109544925000040 |
| Q4 2024 | 110 | 141,170 | VTI, AAPL, SCHB, VB | 13F-HR | 2/18/2025 | 000109544925000017 |
| Q3 2024 | 118 | 145,160 | VTI, AAPL, NVO, SCHB | 13F-HR | 11/18/2024 | 000109544924000095 |
| Q2 2024 | 109 | 130,510 | VTI, NVO, AAPL, SCHB | 13F-HR | 8/14/2024 | 000109544924000067 |
| Q1 2024 | 110 | 126,926 | VTI, NVO, AAPL, SCHB | 13F-HR | 4/30/2024 | 000109544924000025 |
| Q4 2023 | 105 | 118,742 | VTI, AAPL, NVO, SCHB | 13F-HR | 2/12/2024 | 000109544924000017 |
| Q3 2023 | 102 | 105,213 | VTI, AAPL, NVO, SCHB | 13F-HR | 11/15/2023 | 000109544923000091 |
| Q2 2023 | 112 | 110,959 | VTI, AAPL, NVO, SCHB | 13F-HR | 8/9/2023 | 000109544923000077 |
| Q1 2023 | 103 | 104,038 | VTI, AAPL, NVO, SCHB | 13F-HR | 5/11/2023 | 000109544923000048 |
| Q4 2022 | 98 | 97,548 | VTI, AAPL, SCHB, NVO | RESTATEMENT | 1/18/2023 | 000109544923000017 |
| Q3 2022 | 93 | 85,881 | VTI, AAPL, SCHB, VB | 13F-HR | 10/24/2022 | 000109544922000108 |
| Q2 2022 | 96 | 91,051 | VTI, AAPL, SCHB, VB | 13F-HR | 7/14/2022 | 000109544922000079 |
| Q1 2022 | 111 | 110,380 | VTI, AAPL, SCHB, VB | 13F-HR | 4/11/2022 | 000109544922000033 |
| Q4 2021 | 104 | 111,010 | VTI, AAPL, SCHB, VB | 13F-HR | 2/14/2022 | 000109544922000016 |