| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 699 | 40,533 | IVV, SPY, AAPL, MSFT | 13F-HR | 10/31/2024 | 000139834424019711 |
| Q2 2024 | 778 | 47,405 | IVV, SPY, MSFT, AAPL | 13F-HR | 8/5/2024 | 000139834424013708 |
| Q1 2024 | 791 | 86,105 | KO, XOM, PFE, IVV | 13F-HR | 5/2/2024 | 000139834424008521 |
| Q4 2023 | 849 | 81,807 | KO, PFE, XOM, IVV | 13F-HR | 2/12/2024 | 000139834424002516 |
| Q3 2023 | 932 | 78,664 | KO, PFE, XOM, CVX | 13F-HR | 11/1/2023 | 000139834423019979 |
| Q2 2023 | 208 | 93,959 | KO, PFE, XOM, CVX | 13F-HR | 8/14/2023 | 000139834423014895 |
| Q1 2023 | 95 | 53,716 | KO, PFE, XOM, CVX | 13F-HR | 5/15/2023 | 000139834423009822 |
| Q4 2022 | 181 | 85,010 | PFE, KO, ICSH, ISDX | 13F-HR | 2/14/2023 | 000139834423003241 |