| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 245 | 478,600 | IVV, MRK, QQQ, SPY | 13F-HR | 11/12/2025 | 000160540125000005 |
| Q2 2025 | 261 | 405,141 | IVV, QQQ, SPY, IJH | 13F-HR | 8/11/2025 | 000122107325000075 |
| Q1 2025 | 242 | 365,347 | IVV, SPY, QQQ, IJH | 13F-HR | 5/14/2025 | 000122107325000056 |
| Q4 2024 | 249 | 399,861 | IVV, IVW, QQQ, SPY | 13F-HR | 2/11/2025 | 000122107325000032 |