| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 66 | 65,407 | VTI, IVV, IUSB, AAPL | NEW HOLDINGS | 2/10/2025 | 000203700925000003 |
| Q4 2024 | 53 | 55,422 | VTI, IVV, IUSB, AAPL | 13F-HR | 1/16/2025 | 000203700925000001 |
| Q3 2024 | 63 | 64,117 | VTI, IVV, IUSB, MSFT | NEW HOLDINGS | 2/10/2025 | 000203700925000004 |
| Q3 2024 | 48 | 50,382 | VTI, IVV, AAPL, IUSB | 13F-HR | 11/4/2024 | 000203700924000001 |
| Q2 2024 | 47 | 46,045 | VTI, IVV, IUSB, DGRO | 13F-HR | 11/4/2024 | 000203700924000002 |