Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 99 | 144,682 | VUG, NSC, FISV, BRK-B | 13F-HR | 11/12/2024 | 000117266124004565 |
Q2 2024 | 91 | 130,121 | VUG, NSC, FISV, AAPL | 13F-HR | 7/31/2024 | 000117266124002998 |
Q1 2024 | 95 | 131,329 | NSC, VUG, FISV, BRK-B | 13F-HR | 5/14/2024 | 000117266124002288 |
Q4 2023 | 89 | 121,570 | NSC, VUG, FISV, AAPL | RESTATEMENT | 9/17/2024 | 000117266124004085 |