| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 159 | 172,480 | VUG, QQQ, AAPL, VV | 13F-HR | 11/14/2024 | 000201154824000005 |
| Q2 2024 | 161 | 160,999 | VUG, AAPL, VV, QQQ | 13F-HR | 8/15/2024 | 000201154824000004 |
| Q1 2024 | 145 | 133,678 | VUG, VV, QQQ, AAPL | 13F-HR | 5/15/2024 | 000201154824000003 |
| Q4 2023 | 159 | 149,905 | VUG, QQQ, AAPL, VV | 13F-HR | 2/21/2024 | 000201154824000002 |