| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 258 | 437,518 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 5/9/2025 | 000196571825000003 |
| Q4 2024 | 251 | 427,062 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 2/4/2025 | 000196571825000001 |
| Q3 2024 | 138 | 269 | AAPL, BRK-B, VGT, XOM | 13F-HR | 10/3/2024 | 000196571824000005 |
| Q2 2024 | 123 | 238,438 | AAPL, BRK-B, VGT, XOM | 13F-HR | 7/15/2024 | 000196571824000004 |
| Q1 2024 | 236 | 339,714 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 4/30/2024 | 000196571824000002 |
| Q4 2023 | 222 | 317,926 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 1/18/2024 | 000196571824000001 |
| Q3 2023 | 210 | 289,593 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 10/31/2023 | 000196579823000004 |
| Q2 2023 | 90 | 85 | VGT, XOM, MRK, GOOG | 13F-HR | 7/10/2023 | 000196571823000005 |
| Q1 2023 | 185 | 254,631 | AAPL, MSFT, VUG, BRK-B | 13F-HR | 4/25/2023 | 000196571823000004 |
| Q4 2022 | 181 | 225,872 | AAPL, MSFT, BRK-B, VUG | 13F-HR | 2/13/2023 | 000196571823000001 |