| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 261 | 67,005 | AAPL, VOO, FMB, BND | 13F-HR | 11/13/2024 | 000201155024000005 |
| Q2 2024 | 303 | 63,596 | AAPL, VOO, FMB, BND | 13F-HR | 8/14/2024 | 000201155024000002 |
| Q1 2024 | 305 | 63,836 | VOO, AAPL, FMB, BND | 13F-HR | 5/15/2024 | 000188883124000003 |
| Q4 2023 | 303 | 60,129 | AAPL, VOO, FMB, BND | 13F-HR | 2/12/2024 | 000201155024000001 |