Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2025 | 46 | 123,191 | VOO, CGDV, CGGR, VEA | 13F-HR | 4/28/2025 | 000196592325000004 |
Q4 2024 | 45 | 121,231 | VOO, CGGR, CGDV, VEA | RESTATEMENT | 4/16/2025 | 000196592325000003 |