| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 743 | 192,747 | VUG, AAPL, VTV, MSFT | 13F-HR | 4/16/2024 | 000139834424007203 |
| Q4 2023 | 291 | 149,513 | AAPL, VUG, VTV, VXUS | 13F-HR | 1/12/2024 | 000139834424000563 |
| Q3 2023 | 597 | 136,549 | AAPL, VUG, VTV, VXUS | 13F-HR | 10/13/2023 | 000139834423019257 |
| Q2 2023 | 551 | 140,098 | AAPL, VUG, VTV, VXUS | 13F-HR | 8/4/2023 | 000139834423014053 |
| Q1 2023 | 551 | 127,200 | AAPL, VTV, VUG, VXUS | 13F-HR | 5/10/2023 | 000139834423009400 |
| Q4 2022 | 794 | 156,652 | VTV, COLUMBIA DIVIDEND, AAPL, VUG | 13F-HR | 2/14/2023 | 000139834423003393 |