| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 954 | 199,753 | AAPL, NVDA, IVV, PH | 13F-HR | 2/14/2024 | 000191258424000001 |
| Q3 2023 | 958 | 175,389 | AAPL, NVDA, IVV, PH | 13F-HR | 11/14/2023 | 000191258423000005 |
| Q2 2023 | 934 | 177,124 | AAPL, NVDA, IVV, PH | 13F-HR | 8/14/2023 | 000191258423000004 |
| Q4 2022 | 914 | 147,051 | AAPL, USMV, IVV, PH | 13F-HR | 2/14/2023 | 000191258423000001 |
| Q3 2022 | 909 | 131,145 | AAPL, USMV, IVV, PH | 13F-HR | 11/14/2022 | 000191258422000004 |
| Q2 2022 | 909 | 150,025 | AAPL, USMV, MRK, IVV | 13F-HR | 8/11/2022 | 000191258422000003 |
| Q1 2022 | 871 | 181,911 | AAPL, NVDA, USMV, IVV | 13F-HR | 5/12/2022 | 000191258422000002 |
| Q4 2021 | 967 | 189,070 | AAPL, NVDA, USMV, IVV | 13F-HR | 2/22/2022 | 000191258422000001 |