| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 56 | 136,025 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002154 |
| Q4 2024 | 59 | 141,885 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002153 |
| Q3 2024 | 55 | 133,430 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002152 |
| Q2 2024 | 55 | 132,778 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002151 |
| Q1 2024 | 55 | 130,883 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002150 |
| Q4 2023 | 57 | 121,039 | VOO, USFR, VO, MSFT | 13F-HR | 4/17/2025 | 000108514625002149 |