Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 110 | 137,094 | VOO, AVUV, XLV, LLY | 13F-HR | 10/8/2024 | 000195175724000988 |
Q2 2024 | 89 | 123,678 | VOO, AVUV, XLV, LLY | 13F-HR | 7/18/2024 | 000195175724000533 |
Q1 2024 | 94 | 123,074 | VOO, AVUV, XLV, XOM | 13F-HR | 4/15/2024 | 000195175724000274 |
Q4 2023 | 98 | 165,794 | VOO, VO, VONV, VIOO | 13F-HR | 2/5/2024 | 000195175724000188 |