| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 81 | 181,605 | BRK-B, VOO, VTI, AVGE | 13F-HR | 10/25/2024 | 000191100024000005 |
| Q2 2024 | 82 | 162,486 | BRK-B, VOO, VTI, AVGE | 13F-HR | 7/25/2024 | 000191100024000003 |
| Q1 2024 | 85 | 161,215 | BRK-B, VOO, VTI, AVGE | 13F-HR | 4/29/2024 | 000191100024000002 |
| Q4 2023 | 77 | 142,948 | BRK.B, VOO, VTI, AVGE | 13F-HR | 2/8/2024 | 000191100024000001 |
| Q3 2023 | 89 | 134,882 | BRK.B, VOO, AVGE, VTI | 13F-HR | 10/30/2023 | 000191100023000004 |
| Q2 2023 | 90 | 137,072 | BRK.B, VOO, AVGE, VTI | 13F-HR | 7/20/2023 | 000191100023000003 |
| Q1 2023 | 93 | 127,556 | BRK.B, VOO, AVGE, VTI | 13F-HR | 5/1/2023 | 000191100023000002 |
| Q4 2022 | 96 | 118,768 | BRK.B, VOO, AVGE, DFAC | 13F-HR | 1/24/2023 | 000191100023000001 |
| Q3 2022 | 92 | 95,385 | BRK-B, DFAC, VOO, DFAX | 13F-HR | 11/10/2022 | 000191100022000004 |
| Q2 2022 | 95 | 98,419 | BRK-B, VOO, DFAC, AVUV | 13F-HR | 8/8/2022 | 000191100022000003 |
| Q1 2022 | 110 | 102,584 | BRK-B, VT, VOO, VTI | 13F-HR | 4/25/2022 | 000191100022000002 |
| Q4 2021 | 114 | 111,173 | BRK-B, VT, VTI, VOO | 13F-HR | 2/14/2022 | 000191100022000001 |