| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 311 | 272,767 | SPY, AAPL, MSFT, IVV | 13F-HR | 10/18/2024 | 000201069324000004 |
| Q2 2024 | 276 | 235,413 | PSFF, AAPL, AGG, SPY | 13F-HR | 8/27/2024 | 000201069324000003 |
| Q1 2024 | 177 | 144,330 | AGG, PSFF, MSFT, GOOGL | 13F-HR | 4/19/2024 | 000201069324000002 |
| Q4 2023 | 162 | 115,708 | AGG, PSFF, MSFT, AAPL | 13F-HR | 2/8/2024 | 000201069324000001 |