| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 229 | 282,676 | IVV, MSFT, NVDA, AAPL | 13F-HR | 7/9/2025 | 000195175725000603 |
| Q1 2025 | 198 | 216,232 | IVV, MSFT, MUB, GLTR | 13F-HR | 4/11/2025 | 000195175725000336 |
| Q4 2024 | 205 | 229,804 | AAPL, IVV, MSFT, NVDA | 13F-HR | 1/14/2025 | 000195175725000022 |