| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 181 | 422,235 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 10/7/2024 | 000195175724000967 |
| Q2 2024 | 168 | 387,157 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 7/12/2024 | 000195175724000489 |
| Q1 2024 | 165 | 371,082 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 4/15/2024 | 000195175724000269 |
| Q4 2023 | 153 | 331,206 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 1/11/2024 | 000195175724000007 |
| Q3 2023 | 146 | 302,747 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 10/11/2023 | 000195175723000549 |
| Q2 2023 | 144 | 307,559 | VGSH, BRK-B, AAPL, GOOG | 13F-HR | 7/13/2023 | 000195175723000334 |
| Q1 2023 | 141 | 287,438 | VGSH, BRK-B, AAPL, VTIP | 13F-HR | 4/10/2023 | 000195175723000131 |
| Q4 2022 | 138 | 256,641 | VGSH, BRK-B, AAPL, SOR | 13F-HR | 1/17/2023 | 000195175723000007 |
| Q3 2022 | 130 | 253,128 | VGSH, BRK-B, AAPL, SOR | 13F-HR | 10/21/2022 | 000191018322000006 |
| Q2 2022 | 133 | 261,529 | VGSH, BRK-B, AAPL, SOR | 13F-HR | 8/9/2022 | 000191018322000005 |
| Q1 2022 | 138 | 291,239 | VGSH, BRK-B, AAPL, SOR | 13F-HR | 5/5/2022 | 000191018322000004 |
| Q4 2021 | 85 | 119,233 | FVD, CSL, SPY, IWF | 13F-HR | 2/11/2022 | 000191018322000001 |