| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 100 | 136,791 | VOO, VTI, SCHB, BRK-B | 13F-HR | 10/24/2024 | 000201166824000004 |
| Q2 2024 | 99 | 120,716 | VOO, VTI, SCHB, MSFT | 13F-HR | 7/26/2024 | 000201166824000003 |
| Q1 2024 | 97 | 118,414 | VOO, VTI, SCHB, MSFT | 13F-HR | 5/1/2024 | 000201166824000002 |