| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 165 | 271,734 | VOO, VB, AAPL, NVDA | 13F-HR | 2/12/2024 | 000121390024012451 |
| Q3 2023 | 57 | 169,394 | VOO, VB, AAPL, NVDA | 13F-HR | 11/14/2023 | 000121390023087183 |
| Q2 2023 | 135 | 199,840 | VOO, VB, AAPL, NVDA | 13F-HR | 7/25/2023 | 000121390023059757 |
| Q1 2023 | 141 | 187,617 | VOO, VB, AAPL, BRK-B | 13F-HR | 5/22/2023 | 000121390023042110 |
| Q4 2022 | 266 | 182,962 | VOO, VB, BRK-B, VTEB | 13F-HR | 5/24/2023 | 000121390023042583 |