| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 153 | 225,741 | AAPL, IVV, MSFT, IJH | 13F-HR | 5/5/2025 | 000204353825000003 |
| Q4 2024 | 87 | 164,173 | AAPL, IVV, IJH, PAVE | 13F-HR | 2/14/2025 | 000204353825000002 |
| Q3 2024 | 120 | 181,683 | AAPL, IVV, MSFT, IJH | 13F-HR | 11/12/2024 | 000204353824000001 |