| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 23 | 178,195 | BRK-B, VOO, VTI, SPY | 13F-HR | 10/22/2024 | 000108514624005049 |
| Q2 2024 | 26 | 178,112 | BRK-B, SPY, VTI, VOO | 13F-HR | 8/15/2024 | 000172554724003951 |
| Q1 2024 | 28 | 197,619 | BRK-B, VTV, SPYX, TCAF | 13F-HR | 5/15/2024 | 000172554724002165 |
| Q4 2023 | 31 | 144,119 | BRK-B, SPY, VOO, VTI | 13F-HR | 2/14/2024 | 000172554724000536 |
| Q3 2023 | 17 | 121,503 | BRK-B, VOO, VTI, CHCO | 13F-HR | 11/6/2023 | 000172554723001733 |
| Q2 2023 | 17 | 110,380 | BRK-B, VOO, VTI, ICE | 13F-HR | 8/7/2023 | 000172554723000178 |
| Q1 2023 | 18 | 90,944 | BRK-B, DIVO, VOO, VTI | 13F-HR | 5/15/2023 | 000172554723000141 |
| Q4 2022 | 18 | 45,830 | BRK-B, VOO, VTI, SH | 13F-HR | 2/14/2023 | 000172554723000065 |
| Q3 2022 | 29 | 28,187 | VOO, VTI, XOM, AAPL | 13F-HR | 11/8/2022 | 000172554722000194 |
| Q2 2022 | 19 | 20,133 | VOO, VTI, CHCO, BRK-B | 13F-HR | 8/9/2022 | 000172554722000138 |
| Q1 2022 | 20 | 128,637 | VOO, BRK-B, VTI, ICE | 13F-HR | 5/12/2022 | 000172554722000097 |
| Q4 2021 | 22 | 126,673 | VOO, VTV, VTI, BRK-B | 13F-HR | 5/12/2022 | 000172554722000096 |