| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 347 | 161,752 | VUG, VTI, AAPL, VGT | 13F-HR | 4/29/2025 | 000196565325000005 |
| Q4 2024 | 310 | 171,968 | VUG, AAPL, VTI, VGT | 13F-HR | 1/17/2025 | 000196269525000001 |
| Q3 2024 | 311 | 163,651 | VUG, AAPL, VTI, VGT | 13F-HR | 10/8/2024 | 000196269524000004 |
| Q2 2024 | 302 | 156,778 | VUG, AAPL, VTI, VGT | 13F-HR | 7/9/2024 | 000196269524000003 |
| Q1 2024 | 102 | 138,553 | VUG, AAPL, VTI, VGT | 13F-HR | 4/24/2024 | 000196269524000002 |
| 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 |