| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 161 | 343,711 | VOO, AAPL, MSFT, VB | 13F-HR | 4/15/2024 | 000195175724000270 |
| Q4 2023 | 160 | 315,420 | VOO, AAPL, MSFT, VB | 13F-HR | 1/11/2024 | 000195175724000009 |
| Q3 2023 | 149 | 279,042 | VOO, AAPL, MSFT, VB | 13F-HR | 10/10/2023 | 000195175723000519 |
| Q2 2023 | 160 | 289,194 | AAPL, VOO, MSFT, PEP | 13F-HR | 7/19/2023 | 000195175723000400 |
| Q1 2023 | 160 | 265,301 | VOO, AAPL, MSFT, PEP | 13F-HR | 5/4/2023 | 000195175723000256 |
| Q4 2022 | 166 | 242,288 | AAPL, VOO, PEP, MSFT | 13F-HR | 2/15/2023 | 000196590923000001 |