| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 116 | 163,092 | LOW, BRK-B, BAC, VTI | 13F-HR | 4/8/2025 | 000108514625001943 |
| Q4 2024 | 113 | 165,703 | LOW, BAC, BRK-B, VTI | 13F-HR | 2/11/2025 | 000108514625001030 |
| Q3 2024 | 118 | 176,568 | LOW, BAC, BRK-B, VTI | 13F-HR | 10/18/2024 | 000203309424000003 |
| Q2 2024 | 116 | 153,292 | LOW, BAC, BRK-B, VTI | 13F-HR | 8/8/2024 | 000203309424000001 |