| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 90 | 182,319 | BRK-B, BRK-A, VT, SPY | 13F-HR | 4/11/2025 | 000195175725000296 |
| Q4 2024 | 89 | 164,798 | BRK-B, BRK-A, VT, GLD | 13F-HR | 1/22/2025 | 000195175725000097 |
| Q3 2024 | 83 | 163,127 | BRK-B, VT, BRK-A, GLD | 13F-HR | 10/24/2024 | 000195175724001112 |
| Q2 2024 | 75 | 143,264 | BRK-B, VT, BRK-A, GLD | 13F-HR | 8/9/2024 | 000195175724000726 |
| Q1 2024 | 72 | 141,202 | VT, IVV, VEA, MOAT | 13F-HR | 5/10/2024 | 000195175724000445 |
| Q4 2023 | 68 | 133,333 | VT, IVV, VEA, MOAT | 13F-HR | 1/29/2024 | 000195175724000120 |
| Q3 2023 | 63 | 112,242 | VT, IVV, VEA, MOAT | 13F-HR | 11/1/2023 | 000195175723000666 |
| Q2 2023 | 62 | 117,505 | VT, IVV, VEA, MOAT | 13F-HR | 7/19/2023 | 000195175723000395 |
| Q1 2023 | 41 | 80,482 | VT, VEA, IVV, GLD | 13F-HR | 5/11/2023 | 000195175723000297 |
| Q4 2022 | 33 | 71,949 | VT, VEA, IVV, GLD | 13F-HR | 1/31/2023 | 000195175723000100 |
| Q3 2022 | 32 | 60,923 | VT, IVV, VEA, GLD | 13F-HR | 11/8/2022 | 000192296222000004 |
| Q2 2022 | 41 | 104,548 | SPY, IVV, VT, IEFA | 13F-HR | 8/15/2022 | 000192296222000003 |
| Q1 2022 | 39 | 118,477 | IVV, SPY, VT, IEFA | 13F-HR | 4/13/2022 | 000192296222000002 |
| Q4 2021 | 37 | 106,202 | SPY, VT, IVV, IEFA | 13F-HR | 4/13/2022 | 000192296222000001 |