| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 75 | 1,913,274 | IVV, FNDX, SCHF, VOO | 13F-HR | 11/8/2024 | 000164669524000008 |
| Q2 2024 | 177 | 1,792,000 | IVV, SCHF, FNDX, QQQ | 13F-HR | 7/16/2024 | 000164669524000006 |
| Q1 2024 | 177 | 1,741,367 | IVV, SCHF, FNDX, QQQ | 13F-HR | 4/18/2024 | 000164669524000005 |
| Q4 2023 | 165 | 1,536,410 | SCHF, IVV, FNDX, QQQ | 13F-HR | 2/5/2024 | 000164669524000004 |