| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 39 | 147,769 | BRK-B, RSP, IVV, VEA | 13F-HR | 10/25/2024 | 000117266124004367 |
| Q2 2024 | 36 | 134,899 | BRK-B, RSP, IVV, VEA | 13F-HR | 8/6/2024 | 000117266124003103 |
| Q1 2024 | 38 | 136,754 | BRK-B, RSP, IVV, VEA | 13F-HR | 4/30/2024 | 000117266124001953 |
| Q4 2023 | 36 | 119,318 | BRK-B, RSP, VEA, IVV | 13F-HR | 1/31/2024 | 000117266124000413 |