| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 99 | 184,699 | VOO, VTI, SCHB, MSFT | 13F-HR | 10/27/2025 | 000201166825000005 |
| Q2 2025 | 100 | 166,017 | VOO, VTI, SCHB, MSFT | 13F-HR | 7/31/2025 | 000201166825000003 |
| Q1 2025 | 104 | 158,352 | VOO, VTI, SCHB, BRK-B | 13F-HR | 4/16/2025 | 000201166825000002 |
| Q4 2024 | 103 | 153,829 | VOO, VTI, SCHB, MSFT | 13F-HR | 2/24/2025 | 000201166825000001 |
| 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 |