| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2021 | 6 | 2,410 | IJH, ADBE, IVV, MSFT | 13F-HR | 8/9/2021 | 000180243721000006 |
| Q1 2021 | 1 | 375 | IVV | 13F-HR | 5/24/2021 | 000180243721000005 |
| Q4 2020 | 3 | 1,316 | IVV, SDY, ARKK | 13F-HR | 2/16/2021 | 000180243721000001 |
| Q3 2020 | 14 | 27,742 | IVV, SDY, USMV, XLY | 13F-HR | 12/23/2020 | 000180243720000006 |
| Q2 2020 | 33 | 96,376 | IVV, SDY, USMV, XLY | 13F-HR | 7/29/2020 | 000180243720000005 |
| Q1 2020 | 28 | 68,416 | IVV, SDY, USMV, XLY | 13F-HR | 5/22/2020 | 000180243720000004 |
| Q4 2019 | 32 | 94,652 | IVV, SDY, USMV, XLY | 13F-HR | 2/14/2020 | 000180243720000001 |