| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 131 | 216,869 | AAPL, IVV, FIXD, META | 13F-HR | 10/25/2024 | 000108514624005166 |
| Q2 2024 | 128 | 200,422 | AAPL, FIXD, IVV, META | 13F-HR | 7/31/2024 | 000108514624003373 |
| Q1 2024 | 126 | 180,089 | FIXD, AAPL, IVV, FTSM | 13F-HR | 4/23/2024 | 000108514624001980 |
| Q4 2023 | 122 | 156,551 | AAPL, IVV, FIXD, FTSM | 13F-HR | 1/17/2024 | 000108514624000266 |