| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 34 | 169,160 | VTI, BRK-B, VOO, VPU | 13F-HR | 5/14/2025 | 000109544925000039 |
| Q4 2024 | 35 | 165,538 | VTI, BRK-B, VOO, VPU | 13F-HR | 2/18/2025 | 000109544925000016 |
| Q3 2024 | 34 | 160,135 | VTI, BRK-B, VOO, VPU | 13F-HR | 11/18/2024 | 000109544924000094 |
| Q2 2024 | 33 | 141,926 | VTI, BRK-B, VOO, VPU | 13F-HR | 8/14/2024 | 000109544924000066 |
| Q1 2024 | 33 | 138,811 | VTI, BRK-B, VOO, VPU | 13F-HR | 5/13/2024 | 000109544924000037 |
| Q4 2023 | 32 | 126,271 | VTI, BRK-B, VPU, VOO | 13F-HR | 2/12/2024 | 000109544924000016 |
| Q3 2023 | 33 | 114,120 | VTI, BRK-B, VPU, VOO | 13F-HR | 11/16/2023 | 000109544923000092 |
| Q2 2023 | 32 | 110,112 | VTI, BRK-B, VPU, VOO | 13F-HR | 8/8/2023 | 000109544923000074 |
| Q1 2023 | 33 | 104,706 | VTI, BRK-B, VPU, VOO | 13F-HR | 5/10/2023 | 000109544923000046 |
| Q4 2022 | 30 | 98,595 | VTI, BRK-B, VPU, VOO | 13F-HR | 2/6/2023 | 000109544923000026 |
| Q3 2022 | 31 | 91,946 | VTI, BRK-B, VPU, VEA | 13F-HR | 10/24/2022 | 000109544922000107 |
| Q2 2022 | 33 | 97,498 | VTI, BRK.B, VPU, VEA | 13F-HR | 7/14/2022 | 000109544922000076 |
| Q1 2022 | 33 | 108,782 | VTI, BRK.B, VPU, VEA | 13F-HR | 4/11/2022 | 000109544922000028 |
| Q4 2021 | 34 | 100,806 | VTI, BRK.B, VPU, VEA | 13F-HR | 2/14/2022 | 000109544922000013 |