| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 552 | 186,132 | IVV, SPY, AAPL, IUSB | 13F-HR | 2/6/2024 | 000192599124000001 |
| Q3 2023 | 553 | 163,112 | IVV, SPY, AAPL, IUSB | 13F-HR | 11/13/2023 | 000192599123000002 |
| Q2 2023 | 148 | 170,298 | IVV, NVDA, SPY, AAPL | 13F-HR | 7/24/2023 | 000108514623002883 |
| Q1 2023 | 133 | 150,231 | IVV, NVDA, SPY, ESGU | 13F-HR | 4/26/2023 | 000108514623001905 |
| Q4 2022 | 119 | 122,554 | IVV, ESGU, NVDA, IUSB | 13F-HR | 2/2/2023 | 000108514623000573 |
| Q3 2022 | 52 | 76,611 | IVV, ESGU, IUSB, EFV | 13F-HR | 10/20/2022 | 000108514622003515 |
| Q2 2022 | 56 | 76,196 | IVV, ESGU, EFV, IUSB | 13F-HR | 7/18/2022 | 000108514622002421 |
| Q1 2022 | 62 | 87,430 | IVV, ESGU, EFV, IUSB | 13F-HR | 5/9/2022 | 000108514622001889 |
| Q4 2021 | 75 | 88,447 | IVV, ESGU, SPY, AAPL | 13F-HR | 5/2/2022 | 000108514622001665 |