| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 995 | 3,454,237 | VV, CEF, AAPL, MSFT | 13F-HR | 5/8/2024 | 000193695324000003 |
| Q4 2023 | 950 | 3,146,684 | VV, AAPL, CEF, VTV | 13F-HR | 1/25/2024 | 000193695324000001 |
| Q3 2023 | 885 | 2,836,996 | CEF, VV, AAPL, VTV | 13F-HR | 11/14/2023 | 000193695323000006 |
| Q2 2023 | 926 | 3,204,806 | VV, AAPL, CEF, VO | 13F-HR | 8/14/2023 | 000193695323000005 |
| Q1 2023 | 910 | 2,995,498 | VV, CEF, AAPL, VO | 13F-HR | 5/12/2023 | 000193695323000003 |
| Q4 2022 | 877 | 2,796,484 | VV, CEF, VTV, AAPL | 13F-HR | 2/7/2023 | 000193695323000001 |