| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 220 | 269,106 | MSFT, SCHD, AAPL, QQQ | 13F-HR | 8/12/2025 | 000205934425000003 |
| Q1 2025 | 166 | 212,021 | SCHD, AAPL, QQQ, MSFT | 13F-HR | 4/29/2025 | 000189829625000007 |
| Q4 2024 | 199 | 261,185 | MSFT, AAPL, SCHD, QQQ | 13F-HR | 2/14/2025 | 000204490125000002 |