| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 36 | 178,213 | VTV, VUG, QQQ, SPEM | 13F-HR | 10/29/2024 | 000201204124000010 |
| Q2 2024 | 36 | 150,936 | VUG, VTV, QQQ, MSFT | 13F-HR | 7/18/2024 | 000201204124000008 |
| Q1 2024 | 31 | 124,436 | VTV, VUG, QQQ, MSFT | 13F-HR | 4/22/2024 | 000201204124000005 |
| Q4 2023 | 31 | 112,393 | VTV, VUG, MSFT, QQQ | 13F-HR | 2/14/2024 | 000201204124000003 |