| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 186 | 176,672 | SPY, VIG, BRK-A, VYM | 13F-HR | 10/18/2024 | 000142050624002138 |
| Q2 2024 | 49 | 156,458 | SPY, VIG, BRK-A, VYM | 13F-HR | 8/15/2024 | 000142050624001606 |
| Q1 2024 | 202 | 170,177 | SPY, VIG, BRK-A, VYM | 13F-HR | 9/5/2024 | 000142050624002045 |
| Q4 2023 | 159 | 149,452 | SPY, VIG, BRK-A, VYM | 13F-HR | 9/5/2024 | 000142050624002055 |
| Q3 2023 | 162 | 142,230 | SPY, VIG, BRK-A, VYM | 13F-HR | 9/5/2024 | 000142050624002053 |
| Q2 2023 | 171 | 146,237 | SPY, VIG, BRK-A, VYM | 13F-HR | 9/5/2024 | 000142050624002051 |
| Q1 2023 | 213 | 162,099 | SPY, BRK-A, VIG, VYM | 13F-HR | 9/5/2024 | 000142050624002049 |
| Q4 2022 | 143 | 129,796 | VIG, BRK-A, SPY, VYM | 13F-HR | 9/5/2024 | 000142050624002047 |