| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 66 | 68,292 | VOO, AAPL, MSFT, VYM | NEW HOLDINGS | 11/17/2025 | 000117266125005199 |
| Q3 2025 | 61 | 60,901 | VOO, AAPL, MSFT, VYM | 13F-HR | 11/10/2025 | 000117266125004672 |
| Q2 2025 | 67 | 61,963 | VOO, MSFT, AAPL, VYM | 13F-HR | 8/5/2025 | 000117266125002888 |
| Q1 2025 | 73 | 68,013 | VOO, MSFT, AAPL, VYM | 13F-HR | 5/15/2025 | 000117266125001978 |
| Q4 2024 | 72 | 68,110 | VOO, MSFT, AAPL, VYM | 13F-HR | 2/14/2025 | 000117266125001080 |