| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 74 | 95,499 | VOO, V, IAU, CHDN | 13F-HR | 11/4/2024 | 000195175724001163 |
| Q2 2024 | 68 | 88,438 | VOO, V, IAU, CHDN | 13F-HR | 7/15/2024 | 000195175724000506 |
| Q1 2024 | 67 | 87,223 | VOO, V, IAU, CHDN | 13F-HR | 4/15/2024 | 000195175724000294 |
| Q4 2023 | 67 | 82,437 | VOO, V, CHDN, IAU | 13F-HR | 2/6/2024 | 000195175724000223 |
| Q3 2023 | 61 | 72,900 | V, CVX, CHDN, IAU | 13F-HR | 10/10/2023 | 000195175723000538 |
| Q2 2023 | 60 | 74,832 | V, CHDN, CVX, IAU | 13F-HR | 8/8/2023 | 000195175723000503 |
| Q1 2023 | 62 | 74,808 | V, CHDN, CVX, IAU | 13F-HR | 4/10/2023 | 000195175723000128 |
| Q4 2022 | 64 | 70,144 | V, CHDN, CVX, IAU | 13F-HR | 2/13/2023 | 000192541823000001 |
| Q3 2022 | 58 | 63,338 | V, CHDN, CVX, IAU | 13F-HR | 11/14/2022 | 000192541822000004 |
| Q2 2022 | 60 | 63,874 | V, CHDN, CVX, IAU | 13F-HR | 8/15/2022 | 000192541822000003 |
| Q1 2022 | 68 | 75,483 | V, CHDN, CVX, IAU | 13F-HR | 5/10/2022 | 000192541822000001 |
| Q4 2021 | 72 | 77,695 | CHDN, V, CVX, BSV | 13F-HR | 5/10/2022 | 000192541822000002 |