| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 83 | 324,678 | AAPL, VB, BRK-B, AMZN | 13F-HR | 11/14/2024 | 000196293324000010 |
| Q2 2024 | 83 | 296,755 | AAPL, VB, AMZN, BRK-B | 13F-HR | 8/12/2024 | 000196293324000005 |
| Q1 2024 | 80 | 290,488 | VB, AMZN, BRK-B, AAPL | 13F-HR | 5/14/2024 | 000196293324000003 |
| Q4 2023 | 79 | 260,610 | AAPL, VB, AMZN, RSP | 13F-HR | 2/12/2024 | 000196293324000002 |
| Q3 2023 | 79 | 225,810 | AAPL, BRK-B, RSP, AMZN | 13F-HR | 11/13/2023 | 000196293323000012 |
| Q2 2023 | 78 | 227,746 | AAPL, RSP, BRK-B, AMZN | 13F-HR | 8/4/2023 | 000196293323000010 |
| Q1 2023 | 80 | 232,409 | AAPL, RSP, BRK-B, AMZN | 13F-HR | 5/3/2023 | 000196293323000009 |
| Q4 2022 | 73 | 186,242 | RSP, AAPL, BRK-B, SPG | 13F-HR | 2/7/2023 | 000196293323000007 |
| Q3 2022 | 73 | 159,399 | AAPL, BRK-B, VO, RSP | 13F-HR | 2/7/2023 | 000196293323000006 |
| Q2 2022 | 81 | 180,795 | AAPL, VZ, BRK-B, VO | 13F-HR | 2/7/2023 | 000196293323000005 |
| Q1 2022 | 97 | 217,100 | AAPL, BRK-B, VO, IWN | 13F-HR | 2/7/2023 | 000196293323000004 |
| Q4 2021 | 104 | 224,691 | AAPL, BRK-B, IWF, VO | 13F-HR | 2/7/2023 | 000196293323000003 |