| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 95 | 273,053 | VOO, VEA, MSFT, IBDS | 13F-HR | 10/2/2025 | 000205084825000007 |
| Q2 2025 | 94 | 259,144 | VOO, MSFT, VEA, IBDR | 13F-HR | 7/2/2025 | 000205084825000003 |
| Q1 2025 | 91 | 365,589 | MSFT, VEA, JPM, AAPL | 13F-HR | 4/9/2025 | 000205084825000002 |
| Q4 2024 | 94 | 359,562 | MSFT, AAPL, JPM, VEA | 13F-HR | 1/8/2025 | 000205084825000001 |