| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 135 | 184,005 | VTI, INTU, PAYO, VOO | 13F-HR | 11/14/2024 | 000158227224000008 |
| Q2 2024 | 35 | 151,126 | VTI, INTU, VOO, VEA | 13F-HR | 8/14/2024 | 000194046124000004 |
| Q1 2024 | 35 | 123,304 | INTU, VTI, VOO, PAYO | 13F-HR | 5/15/2024 | 000158227224000006 |
| Q4 2023 | 41 | 130,516 | INTU, VTI, VOOG, PAYO | 13F-HR | 2/14/2024 | 000158227224000005 |