| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 477 | 1,829,011 | IVV, DFAC, SPLG, USFR | 13F-HR | 8/4/2025 | 000117266125002860 |
| Q1 2025 | 644 | 2,526,764 | IVV, SPLG, DFAC, AAPL | 13F-HR | 5/20/2025 | 000117266125002422 |
| Q4 2024 | 215 | 922,739 | IVV, SPLG, VTV, QQQ | 13F-HR | 5/8/2025 | 000117266125001620 |