| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 65 | 139,160 | DFUS, GOOGL, GOOG, VOO | 13F-HR | 8/4/2025 | 000195175725001023 |
| Q1 2025 | 51 | 109,670 | DFUS, GOOGL, GOOG, VOO | 13F-HR | 4/14/2025 | 000195175725000351 |
| Q4 2024 | 50 | 113,529 | DFUS, GOOGL, INTU, VOO | 13F-HR | 2/13/2025 | 000195175725000260 |