| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 72 | 187,162 | AAPL, IVV, IUSB, QUAL | 13F-HR | 11/12/2024 | 000108514624005516 |
| Q2 2024 | 74 | 171,839 | AAPL, IVV, IUSB, IVW | 13F-HR | 7/23/2024 | 000108514624003187 |
| Q1 2024 | 75 | 160,165 | AAPL, IVV, IUSB, MBB | 13F-HR | 5/6/2024 | 000108514624002291 |
| Q4 2023 | 77 | 149,705 | AAPL, IVV, IUSB, MBB | 13F-HR | 2/7/2024 | 000108514624000849 |