Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2023 | 420 | 120,533 | VOO, IVV, SPDW, VO | 13F-HR | 2/5/2024 | 000109544924000006 |
Q3 2023 | 209 | 108,477 | VOO, IVV, SPDW, VO | 13F-HR | 11/15/2023 | 000109544923000083 |
Q2 2023 | 210 | 115,106 | VOO, IVV, SPDW, VO | 13F-HR | 8/7/2023 | 000109544923000067 |
Q1 2023 | 218 | 108,536 | VOO, IVV, SPDW, VO | 13F-HR | 5/8/2023 | 000109544923000038 |
Q4 2022 | 218 | 104,487 | VOO, IVV, SPDW, VO | RESTATEMENT | 1/17/2023 | 000109544923000011 |