| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 260 | 267,547 | VTI, EUSB, MUB, BIV | 13F-HR | 10/31/2024 | 000108514624005255 |
| Q2 2024 | 213 | 195,066 | VTI, EUSB, MUB, BIV | 13F-HR | 8/5/2024 | 000108514624003469 |
| Q1 2024 | 167 | 108,514 | EUSB, MSFT, SUSB, NVDA | 13F-HR | 5/10/2024 | 000195175724000460 |
| Q4 2023 | 150 | 88,463 | EUSB, SUSB, MSFT, EFIV | 13F-HR | 5/7/2024 | 000195175724000439 |