Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 55 | 123,442 | AAPL, SCHG, SCHV, SCHD | RESTATEMENT | 7/14/2025 | 000166773125000795 |
Q1 2025 | 53 | 112,609 | AAPL, SCHG, SCHV, SCHD | 13F-HR | 5/13/2025 | 000166773125000623 |