| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 144 | 433,456 | VOO, VYM, VTI, AAPL | RESTATEMENT | 2/20/2025 | 000203164225000002 |
| Q3 2024 | 150 | 416,178 | VOO, VTI, VYM, AAPL | 13F-HR | 11/15/2024 | 000183525224000004 |
| Q2 2024 | 149 | 376,686 | VOO, VTI, VYM, AAPL | 13F-HR | 8/14/2024 | 000203164224000001 |