| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 71 | 165,937 | TSLA, VIG, VYM, VWO | 13F-HR | 10/28/2025 | 000174385925000008 |
| Q2 2025 | 71 | 140,638 | VIG, VYM, TSLA, VWO | 13F-HR | 7/29/2025 | 000174385925000007 |
| Q1 2025 | 69 | 119,678 | VIG, VYM, IAU, VWO | 13F-HR | 5/14/2025 | 000174385925000005 |
| Q4 2024 | 69 | 115,403 | VIG, VYM, VWO, IAU | 13F-HR | 2/6/2025 | 000174385925000001 |
| Q3 2024 | 65 | 114,861 | VIG, VYM, VWO, IAU | 13F-HR | 10/25/2024 | 000174385924000006 |
| Q2 2024 | 54 | 103,825 | VIG, VYM, VWO, IAU | 13F-HR | 7/17/2024 | 000174385924000005 |
| Q1 2024 | 57 | 104,422 | VIG, VYM, VWO, IAU | 13F-HR | 4/18/2024 | 000174385924000004 |
| Q4 2023 | 53 | 103,279 | VIG, VYM, VWO, VNQ | 13F-HR | 3/20/2024 | 000174385924000003 |