| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 44 | 244,985 | IVV, VTV, PID, QQQ | 13F-HR | 5/2/2025 | 000111179725000004 |
| Q4 2024 | 39 | 220,516 | IVV, VTV, QQQ, PID | 13F-HR | 1/15/2025 | 000111179725000002 |
| Q3 2024 | 39 | 249,481 | IVV, VTV, BSCO, PID | 13F-HR | 10/21/2024 | 000111179724000007 |
| Q2 2024 | 37 | 237,506 | IVV, VTV, BSCO, QQQ | 13F-HR | 7/22/2024 | 000111179724000006 |
| Q1 2024 | 34 | 229,291 | IVV, VTV, BSCO, PID | 13F-HR | 4/19/2024 | 000111179724000004 |
| Q4 2023 | 38 | 223,503 | IVV, VTV, BSCO, PID | 13F-HR | 1/29/2024 | 000111179724000002 |
| Q3 2023 | 36 | 218,116 | IVV, BSCO, VTV, PID | 13F-HR | 11/6/2023 | 000108514623004123 |
| Q2 2023 | 30 | 205,675 | IVV, VTV, PID, BSCO | 13F-HR | 7/24/2023 | 000108514623002839 |
| Q1 2023 | 31 | 196,208 | IVV, VTV, BSCO, QQQ | 13F-HR | 4/20/2023 | 000108514623001803 |
| Q4 2022 | 27 | 191,418 | IVV, VTV, QQQ, FVD | 13F-HR | 1/18/2023 | 000108514623000193 |