| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 128 | 144,953 | VTI, IBM, GOOGL, DE | 13F-HR | 8/7/2025 | 000195874325000005 |
| Q1 2025 | 473 | 137,302 | VTI, IBM, DE, GOOGL | 13F-HR | 4/23/2025 | 000205375625000002 |
| Q4 2024 | 476 | 142,464 | VTI, GOOGL, DE, IBM | 13F-HR | 2/10/2025 | 000205375625000001 |