| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 105 | 128,030 | AAPL, VUG, VTI, VTV | 13F-HR | 2/12/2024 | 000196269524000001 |
| Q3 2023 | 104 | 112,000 | AAPL, VUG, VTV, VTI | 13F-HR | 10/18/2023 | 000196269523000004 |
| Q2 2023 | 108 | 116,927 | AAPL, VUG, VTV, VTI | 13F-HR | 7/25/2023 | 000196269523000003 |
| Q1 2023 | 100 | 104,269 | AAPL, VUG, VTI, VTV | 13F-HR | 5/11/2023 | 000196269523000002 |
| Q4 2022 | 97 | 92,396 | AAPL, VUG, VTV, VTI | 13F-HR | 2/2/2023 | 000196269523000001 |