| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 970 | 479,931 | AAPL, MSFT, LLY, IVV | 13F-HR | 2/14/2024 | 000139834424002940 |
| Q3 2023 | 951 | 404,567 | AAPL, MSFT, LLY, IVV | 13F-HR | 11/13/2023 | 000139834423020466 |
| Q2 2023 | 941 | 417,414 | AAPL, MSFT, IVV, LLY | 13F-HR | 8/14/2023 | 000139834423014758 |
| Q1 2023 | 898 | 393,388 | AAPL, MSFT, IVV, JNJ | 13F-HR | 5/11/2023 | 000139834423009513 |
| Q4 2022 | 908 | 366,157 | AAPL, MSFT, IVV, JNJ | 13F-HR | 2/14/2023 | 000139834423003374 |
| Q3 2022 | 264 | 313,690 | AAPL, MSFT, IVV, JNJ | 13F-HR | 11/14/2022 | 000139834422022084 |