| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 108 | 152,542 | SCHB, AAPL, TSLA, MSFT | 13F-HR | 10/9/2024 | 000175496024000484 |
| Q2 2024 | 102 | 135,214 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 7/18/2024 | 000175496024000297 |
| Q1 2024 | 101 | 129,392 | SCHB, AAPL, MSFT, GOOG | 13F-HR | 4/10/2024 | 000175496024000126 |
| Q4 2023 | 102 | 122,406 | SCHB, AAPL, TSLA, MSFT | 13F-HR | 2/1/2024 | 000175496024000073 |