| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3,562 | 1,390,002 | IVV, VOO, AAPL, FFIU | 13F-HR | 2/14/2024 | 000199282524000001 |
| Q3 2023 | 2,628 | 636,931 | IVV, FFIU, IUSB, AAPL | 13F-HR | 11/13/2023 | 000199282523000004 |
| Q2 2023 | 2,511 | 457,701 | IVV, FFIU, IUSB, AAPL | 13F-HR | 9/12/2023 | 000199282523000003 |
| Q1 2023 | 2,364 | 341,826 | IVV, VCIT, BRK-B, IUSB | 13F-HR | 9/12/2023 | 000199282523000002 |
| Q4 2022 | 2,202 | 258,113 | IVV, VCIT, ESGU, CVX | 13F-HR | 9/11/2023 | 000199282523000001 |