| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 107 | 241,806 | SPY, IJR, JPST, VO | 13F-HR | 11/1/2024 | 000204346824000002 |
| Q2 2024 | 62 | 146,599 | SPY, JPST, GOOGL, IBDP | 13F-HR | 7/31/2024 | 000180287924000003 |
| Q1 2024 | 102 | 222,945 | SPY, IJR, JPST, VO | 13F-HR | 5/6/2024 | 000180287924000002 |
| Q4 2023 | 100 | 206,215 | SPY, IJR, JPST, VO | 13F-HR | 2/14/2024 | 000180287924000001 |
| Q3 2023 | 94 | 186,810 | SPY, IJR, JPST, BSV | 13F-HR | 11/9/2023 | 000180287923000004 |
| Q2 2023 | 134 | 3,216,482 | SPY, JPST, DGRO, IBDO | 13F-HR | 8/2/2023 | 000180287923000003 |
| Q1 2023 | 91 | 183,299 | SPY, IJR, JPST, BSV | 13F-HR | 5/11/2023 | 000180287923000002 |
| Q4 2022 | 88 | 173,325 | SPY, IJR, JPST, BSV | 13F-HR | 2/14/2023 | 000180287923000001 |
| Q3 2022 | 78 | 164,263 | SPY, IJR, BSV, JPST | 13F-HR | 12/13/2022 | 000180287922000001 |
| Q3 2020 | 309 | 173,228 | SPY, IJR, BSV, PFF | 13F-HR | 11/13/2020 | 000180287920000004 |
| Q1 2020 | 84 | 114,999 | SPY, BSV, IJR, PFF | 13F-HR | 5/1/2020 | 000180287920000002 |
| Q4 2019 | 93 | 154,530 | SPY, IJR, JPST, BSV | 13F-HR | 2/11/2020 | 000180287920000001 |