| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 175 | 253,284 | VO, VOO, MUB, VCSH | 13F-HR | 10/29/2024 | 000200941924000005 |
| Q2 2024 | 182 | 245,807 | VO, VOO, MUB, VCSH | 13F-HR | 7/23/2024 | 000200941924000004 |
| Q1 2024 | 224 | 231,967 | VO, VOO, MUB, VCSH | 13F-HR | 4/25/2024 | 000200941924000002 |
| Q4 2023 | 235 | 237,909 | VO, VOO, MUB, VCSH | 13F-HR | 1/30/2024 | 000200941924000001 |