Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 170 | 121,614 | MSFT, AAPL, NVDA, VTI | 13F-HR | 10/16/2024 | 000195175724001043 |
Q2 2024 | 164 | 153,733 | SCHB, MSFT, AAPL, NVDA | 13F-HR | 7/22/2024 | 000195175724000574 |
Q1 2024 | 137 | 89,972 | MSFT, AAPL, NVDA, AMZN | 13F-HR | 4/15/2024 | 000195175724000300 |
Q4 2023 | 132 | 78,763 | MSFT, AAPL, AMZN, VOO | 13F-HR | 2/20/2024 | 000195175724000256 |