| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 44 | 162,016 | IVV, BRK-B, QQQ, IJH | 13F-HR | 10/24/2024 | 000195175724001110 |
| Q2 2024 | 40 | 147,252 | IVV, QQQ, BRK-B, IJH | 13F-HR | 7/18/2024 | 000195175724000529 |
| Q1 2024 | 36 | 143,222 | IVV, BRK-B, QQQ, IJH | 13F-HR | 4/22/2024 | 000195175724000338 |
| Q4 2023 | 34 | 127,723 | IVV, QQQ, BRK-B, IJH | 13F-HR | 1/29/2024 | 000195175724000114 |
| Q3 2023 | 32 | 115,706 | IVV, BRK-B, QQQ, GTO | 13F-HR | 10/24/2023 | 000195175723000604 |
| Q2 2023 | 31 | 117,787 | IVV, BRK-B, QQQ, IJH | 13F-HR | 7/19/2023 | 000195175723000405 |
| Q1 2023 | 25 | 106,798 | IVV, BRK-B, QQQ, GTO | 13F-HR | 5/4/2023 | 000195175723000247 |
| Q4 2022 | 22 | 96,486 | IVV, BRK-B, IJH, GTO | 13F-HR | 2/15/2023 | 000196606623000001 |