| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 135 | 132,095 | IVV, DGRW, QQQ, AAPL | 13F-HR | 7/29/2025 | 000108514625004236 |
| Q1 2025 | 119 | 111,771 | IVV, DGRW, AAPL, QQQ | 13F-HR | 4/23/2025 | 000108514625002262 |
| Q4 2024 | 114 | 112,261 | IVV, DGRW, AAPL, QQQ | 13F-HR | 2/7/2025 | 000108514625000896 |