Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 859 | 128,692 | VIG, SPY, VTI, DDWM | 13F-HR | 11/6/2024 | 000185520524000049 |
Q2 2024 | 1,005 | 126,027 | VIG, SPY, VTI, ACN | 13F-HR | 8/12/2024 | 000185520524000028 |
Q1 2024 | 942 | 121,887 | VIG, SPY, VTI, DON | 13F-HR | 5/13/2024 | 000185520524000020 |
Q4 2023 | 860 | 115,234 | VIG, VTI, SPY, DDWM | 13F-HR | 2/9/2024 | 000185520524000010 |