Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2025 | 143 | 185,307 | VOO, VIG, VOOV, AAPL | 13F-HR | 5/15/2025 | 000139834425009590 |
Q4 2024 | 106 | 187,523 | VOO, VOOV, VIG, MSFT | 13F-HR | 2/12/2025 | 000139834425002603 |
Q3 2024 | 101 | 181,545 | VOO, VOOV, VIG, MSFT | 13F-HR | 11/14/2024 | 000139834424020831 |