| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 173 | 498,773 | VOO, IEFA, XLV, AAPL | 13F-HR | 11/6/2024 | 000139834424020140 |
| Q2 2024 | 195 | 431,912 | VOO, IEFA, MSFT, AAPL | 13F-HR | 7/31/2024 | 000139834424013401 |
| Q1 2024 | 189 | 407,741 | VOO, IEFA, XLK, OWL | 13F-HR | 4/30/2024 | 000139834424008358 |
| Q4 2023 | 857 | 339,710 | VOO, IEFA, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, XLK | 13F-HR | 1/26/2024 | 000121390024006764 |