| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 111 | 88,010 | SCHK, SCHR, IJH, AAPL | 13F-HR | 5/2/2025 | 000204201125000002 |
| Q4 2024 | 115 | 94,694 | SCHK, SCHR, IJH, AAPL | 13F-HR | 2/7/2025 | 000204201125000001 |
| Q3 2024 | 158 | 139,211 | SCHK, AAPL, SCHR, IJH | 13F-HR | 10/31/2024 | 000204201124000001 |