| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 1 | 0 | 13F-HR | 11/13/2023 | 000176538023000230 | |
| Q2 2023 | 1 | 0 | 13F-HR | 8/15/2023 | 000176538023000183 | |
| Q1 2023 | 123 | 78,866 | VTI, AAPL, JPM, NVDA | 13F-HR | 5/3/2023 | 000176538023000075 |
| Q4 2022 | 126 | 74,199 | VTI, AAPL, JPM, XOM | 13F-HR | 2/6/2023 | 000176538023000004 |
| Q3 2022 | 117 | 67,312 | VTI, AAPL, JPM, VCSH | 13F-HR | 11/9/2022 | 000176538022000151 |
| Q2 2022 | 125 | 73,348 | VTI, AAPL, JPM, MSFT | 13F-HR | 8/8/2022 | 000176538022000119 |
| Q1 2022 | 137 | 90,458 | VTI, AAPL, JPM, MSFT | 13F-HR | 5/5/2022 | 000176538022000066 |
| Q4 2021 | 137 | 90,803 | VTI, AAPL, JPM, MSFT | 13F-HR | 2/24/2022 | 000191322122000001 |