| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 197 | 300,876 | IVV, JCPB, VOO, PVAL | 13F-HR | 7/22/2025 | 000203177525000005 |
| Q1 2025 | 160 | 221,696 | IVV, BRK-B, USMV, VOO | 13F-HR | 4/22/2025 | 000203177525000004 |
| Q4 2024 | 161 | 220,894 | IVV, BRK-B, VOO, USMV | 13F-HR | 2/28/2025 | 000203177525000001 |