| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 174 | 201,493 | VOO, OKE, BRK-B, DGRO | 13F-HR | 4/21/2025 | 000191162125000002 |
| Q4 2024 | 172 | 203,731 | VOO, OKE, SPY, MSFT | 13F-HR | 1/30/2025 | 000191162125000001 |
| Q3 2024 | 197 | 260,023 | SPY, VOO, BRK-B, MSFT | 13F-HR | 10/24/2024 | 000191162124000005 |
| Q2 2024 | 170 | 195,916 | VOO, MSFT, SPY, OKE | 13F-HR | 8/1/2024 | 000153586224000005 |
| Q1 2024 | 170 | 204,418 | VOO, MSFT, SPY, OKE | 13F-HR | 4/30/2024 | 000191162124000003 |
| Q4 2023 | 164 | 175,520 | VOO, MSFT, SPY, DGRO | 13F-HR | 1/24/2024 | 000191162124000001 |
| Q3 2023 | 154 | 163,738 | VOO, DGRO, MSFT, SPY | 13F-HR | 11/1/2023 | 000191162123000005 |
| Q2 2023 | 134 | 136,532 | SPY, MSFT, VOO, DGRO | 13F-HR | 8/2/2023 | 000191162123000004 |
| Q1 2023 | 128 | 116,979 | DGRO, VOO, OKE, SPY | 13F-HR | 4/27/2023 | 000191162123000003 |
| Q4 2022 | 161 | 187,149 | OKE, DGRO, VOO, BRK-B | 13F-HR | 1/31/2023 | 000191162123000002 |
| Q3 2022 | 151 | 148,408 | VTI, VOO, DGRO, OKE | 13F-HR | 10/26/2022 | 000191162122000004 |
| Q2 2022 | 156 | 135,349 | VTI, DGRO, VOO, OKE | 13F-HR | 8/8/2022 | 000191162122000003 |
| Q1 2022 | 145 | 172,315 | OKE, BRK-B, VTI, MSFT | 13F-HR | 5/4/2022 | 000191162122000002 |
| Q4 2021 | 218 | 239,639 | AAPL, MSFT, OKE, SPY | 13F-HR | 2/16/2022 | 000191162122000001 |