| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 103 | 148,578 | VOO, VYM, SPY, IVV | 13F-HR | 10/4/2024 | 000180790924000010 |
| Q2 2024 | 89 | 130,716 | VOO, VYM, SPY, IVV | 13F-HR | 7/19/2024 | 000180790924000008 |
| Q1 2024 | 96 | 129,723 | VOO, VYM, SPY, IVV | 13F-HR | 4/12/2024 | 000180790924000007 |
| Q4 2023 | 98 | 117,377 | VOO, VYM, JAAA, IVV | 13F-HR | 4/3/2024 | 000180790924000005 |
| Q3 2023 | 91 | 106,096 | VOO, JAAA, VYM, IVV | 13F-HR | 4/3/2024 | 000180790924000004 |
| Q2 2023 | 90 | 111,810 | VOO, JAAA, VYM, IVV | 13F-HR | 4/2/2024 | 000180790924000003 |
| Q1 2023 | 92 | 128,964 | VOO, AAPL, JAAA, VYM | 13F-HR | 4/4/2024 | 000180790924000006 |
| Q4 2022 | 94 | 124,125 | VOO, AAPL, JAAA, VYM | 13F-HR | 3/22/2024 | 000180790924000002 |