| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 351 | 492,472 | VOO, IUSB, JQUA, AMGN | 13F-HR | 11/5/2024 | 000200363324000005 |
| Q2 2024 | 300 | 306,834 | VOO, AMGN, IUSB, MSFT | 13F-HR | 8/14/2024 | 000200363324000004 |
| Q1 2024 | 223 | 173,493 | VOO, AMGN, IUSB, SCHX | 13F-HR | 5/13/2024 | 000200363324000002 |
| Q4 2023 | 157 | 103,018 | AMGN, VOO, SCHX, MSFT | 13F-HR | 2/8/2024 | 000200363324000001 |