| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 210 | 232,347 | VTI, AAPL, SPY, IEFA | 13F-HR | 11/12/2024 | 000196086024000008 |
| Q2 2024 | 198 | 215,341 | VTI, MSFT, SPY, IEFA | 13F-HR | 8/9/2024 | 000196086024000003 |
| Q1 2024 | 200 | 204,647 | VTI, IEFA, SPY, MSFT | 13F-HR | 5/15/2024 | 000196086024000002 |
| Q4 2023 | 162 | 164,129 | IEFA, SPY, AAPL, MSFT | 13F-HR | 2/14/2024 | 000196086024000001 |