| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 8 | 514,126 | IVV, VOO, SCHX, SPYM | 13F-HR | 10/16/2026 | 000178042326000007 |
| Q2 2026 | 8 | 476,987 | VOO, SPYM, IVV, SCHX | 13F-HR | 7/23/2026 | 000178042326000005 |
| Q1 2026 | 8 | 412,296 | IVV, VOO, SCHX, SPYM | 13F-HR | 4/16/2026 | 000178042326000004 |
| Q4 2025 | 8 | 437,718 | VOO, IVV, SCHX, SPYM | 13F-HR | 2/12/2026 | 000178042326000003 |
| Q3 2025 | 8 | 442,441 | VOO, IVV, SCHX, SPYM | 13F-HR | 11/6/2025 | 000178042325000003 |
| Q2 2025 | 8 | 489,084 | IVV, SPYM, VOO, SCHX | 13F-HR | 8/13/2025 | 000108514625005019 |
| Q1 2025 | 8 | 542,640 | SPYM, IVV, VOO, SCHX | 13F-HR | 5/15/2025 | 000108514625003167 |
| Q4 2024 | 8 | 518,875 | SPYM, VOO, IVV, SCHX | 13F-HR | 2/14/2025 | 000108514625001479 |
| Q3 2024 | 8 | 527,747 | SPYM, VOO, IVV, SCHX | 13F-HR | 11/14/2024 | 000108514624005903 |
| Q2 2024 | 8 | 437,425 | SPYM, IVV, VOO, SCHX | 13F-HR | 8/14/2024 | 000108514624003945 |
| Q1 2024 | 8 | 383,931 | SPYM, VOO, IVV, SCHX | 13F-HR | 5/1/2024 | 000108514624002160 |
| Q4 2023 | 8 | 340,869 | SPYM, IVV, VOO, SCHX | 13F-HR | 2/1/2024 | 000121465924001552 |
| Q3 2023 | 8 | 302,734 | SPYM, VOO, IVV, SCHX | 13F-HR | 11/1/2023 | 000117266123003568 |
| Q2 2023 | 8 | 304,700 | IVV, SPYM, VOO, SCHX | 13F-HR | 7/21/2023 | 000117266123002584 |
| Q1 2023 | 8 | 247,669 | SPYM, IVV, VOO, SCHX | 13F-HR | 5/10/2023 | 000117266123001940 |
| Q4 2022 | 8 | 219,921 | SPYM, IVV, VOO, SCHX | 13F-HR | 2/6/2023 | 000117266123000466 |