| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 32 | 159,458 | ITOT, IVV, GOVT, SPY | 13F-HR | 5/14/2025 | 000155496125000007 |
| Q4 2024 | 30 | 158,743 | ITOT, IVV, GOVT, QQQ | 13F-HR | 1/22/2025 | 000155496125000004 |
| Q3 2024 | 28 | 147,325 | ITOT, IVV, GOVT, QQQ | 13F-HR | 11/12/2024 | 000155496124000008 |
| Q2 2024 | 26 | 136,731 | ITOT, IVV, GOVT, SPY | 13F-HR | 8/13/2024 | 000155496124000006 |
| Q1 2024 | 26 | 131,139 | ITOT, IVV, GOVT, SPY | 13F-HR | 5/15/2024 | 000155496124000004 |
| Q4 2023 | 24 | 116,607 | ITOT, GOVT, IVV, SPY | 13F-HR | 2/14/2024 | 000155496124000001 |