| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 99 | 138,446 | SPY, AAPL, DIA, VTI | 13F-HR | 11/10/2025 | 000195175725001364 |
| Q2 2025 | 97 | 126,061 | SPY, DIA, AAPL, VTI | 13F-HR | 8/7/2025 | 000195175725001047 |
| Q1 2025 | 91 | 109,961 | SPY, AAPL, DIA, VTI | 13F-HR | 4/23/2025 | 000195175725000434 |
| Q4 2024 | 88 | 109,641 | AAPL, SPY, DIA, VTI | 13F-HR | 1/15/2025 | 000195175725000024 |