| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 32 | 82,258 | DDS, IWF, SPY, VOO | 13F-HR | 11/7/2023 | 000108514623004185 |
| Q2 2023 | 32 | 84,063 | DDS, IWF, SPY, VOO | 13F-HR | 7/20/2023 | 000108514623002774 |
| Q1 2023 | 24 | 75,069 | DDS, IWF, SPY, VOO | 13F-HR | 4/20/2023 | 000108514623001815 |
| Q4 2022 | 26 | 78,761 | DDS, IWF, SPY, VOO | 13F-HR | 2/14/2023 | 000108514623001286 |
| Q3 2022 | 25 | 80,603 | DDS, IWF, SPY, VOO | 13F-HR | 11/14/2022 | 000108514622003972 |
| Q2 2022 | 27 | 65,749 | DDS, IWF, SPY, VOO | 13F-HR | 8/15/2022 | 000108514622003048 |
| Q1 2022 | 30 | 108,587 | DDS, IWF, SPY, AAPL | 13F-HR | 5/12/2022 | 000108514622002039 |
| Q4 2021 | 30 | 111,394 | DDS, IWF, SPY, AAPL | 13F-HR | 4/1/2022 | 000108514622001274 |