| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 392 | 204,804 | SCHX, NVDA, AAPL, SCHD | 13F-HR | 4/16/2025 | 000205631325000004 |
| Q4 2024 | 320 | 212,498 | NVDA, SCHX, AAPL, SCHD | NEW HOLDINGS | 2/27/2025 | 000205631325000002 |
| Q4 2024 | 310 | 173,476 | SCHX, AAPL, NVDA, SCHD | 13F-HR | 2/13/2025 | 000205631325000001 |