Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 75 | 133,407 | VXUS, VUG, MDY, MSFT | 13F-HR | 10/18/2024 | 000196194424000007 |
Q2 2024 | 75 | 119,678 | VXUS, VUG, MSFT, MDY | 13F-HR | 7/23/2024 | 000199302224000004 |
Q1 2024 | 73 | 114,677 | XLV, VXUS, XLP, MDY | 13F-HR | 4/5/2024 | 000199302224000002 |
Q4 2023 | 64 | 103,677 | VXUS, XLV, XLP, XLU | 13F-HR | 2/1/2024 | 000199302224000001 |