| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,209 | 252,649 | AAPL, KNX, IVV, IDEV | 13F-HR | 10/24/2024 | 000195050624000005 |
| Q2 2024 | 963 | 176,351 | AAPL, IVV, IDEV, VO | 13F-HR | 7/10/2024 | 000195050624000004 |
| Q1 2024 | 972 | 148,680 | AAPL, IVV, IDEV, USFR | 13F-HR | 4/11/2024 | 000195050624000003 |
| Q4 2023 | 1,007 | 134,414 | AAPL, IVV, IDEV, USFR | 13F-HR | 1/12/2024 | 000195050624000001 |