Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 152 | 136,161 | VIG, QQQ, VTI, VUG | 13F-HR | 10/17/2024 | 000195175724001062 |
Q2 2024 | 130 | 121,459 | VIG, QQQ, VTI, VUG | 13F-HR | 7/22/2024 | 000195175724000568 |
Q1 2024 | 132 | 110,345 | VIG, QQQ, VTI, VUG | 13F-HR | 4/29/2024 | 000195175724000404 |
Q4 2023 | 103 | 85,395 | VIG, QQQ, VTI, VUG | 13F-HR | 3/19/2024 | 000195175724000263 |