| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 114 | 122,263 | AAPL, JNJ, MSFT, PG | 13F-HR | 10/10/2024 | 000200115524000004 |
| Q2 2024 | 109 | 117,660 | AGG, AAPL, MSFT, MUB | 13F-HR | 7/10/2024 | 000200115524000003 |
| Q1 2024 | 114 | 121,666 | AGG, MUB, AAPL, MSFT | 13F-HR | 4/12/2024 | 000200115524000002 |
| Q4 2023 | 108 | 115,434 | AGG, AAPL, MUB, JNJ | 13F-HR | 1/11/2024 | 000200115524000001 |
| Q3 2023 | 100 | 104,356 | AGG, AAPL, JNJ, CVX | 13F-HR | 11/15/2023 | 000200115523000001 |
| Q2 2023 | 104 | 103,407 | AGG, AAPL, JNJ, CVX | 13F-HR | 11/15/2023 | 000200115523000002 |