| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 102 | 152,369 | VOO, CATX, VTI, UBSI | 13F-HR | 5/12/2025 | 000176538025000211 |
| Q4 2024 | 99 | 149,619 | VOO, CATX, VTI, UBSI | 13F-HR | 2/3/2025 | 000176538025000030 |
| Q3 2024 | 97 | 121,751 | CATX, VOO, VTI, UBSI | 13F-HR | 10/23/2024 | 000176538024000398 |