| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 68 | 94,046 | SCTXX, SCHD, AAPL, BRK-B | 13F-HR | 10/9/2024 | 000199765024000004 |
| Q2 2024 | 62 | 82,934 | SCHD, SCTXX, AAPL, BRK-B | 13F-HR | 8/13/2024 | 000199765024000002 |
| Q4 2023 | 62 | 64,703 | SCHD, AAPL, BRK-B, BSV | 13F-HR | 3/11/2024 | 000199765024000001 |