| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 48 | 82,578 | VOO, VWO, AAPL, IWP | 13F-HR | 2/13/2025 | 000180949425000001 |
| Q3 2024 | 49 | 82,307 | VOO, VWO, AAPL, XLK | 13F-HR | 11/14/2024 | 000180949424000005 |
| Q2 2024 | 49 | 77,725 | VOO, VWO, AAPL, XLK | 13F-HR | 8/14/2024 | 000180949424000004 |
| Q1 2024 | 48 | 74,662 | VOO, VWO, IWP, XLK | 13F-HR | 5/14/2024 | 000180949424000003 |
| Q4 2023 | 2 | 62,128 | VOO, VWO | 13F-HR | 2/13/2024 | 000180949424000001 |
| Q3 2023 | 2 | 56,266 | VOO, VWO | 13F-HR | 11/13/2023 | 000180949423000007 |
| Q2 2023 | 3 | 58,491 | VOO, VWO, WFC | 13F-HR | 8/14/2023 | 000180949423000006 |
| Q1 2023 | 8 | 54,708 | VOO, VWO, WFC, HTZ | 13F-HR | 5/12/2023 | 000180949423000004 |
| Q4 2022 | 7 | 51,298 | VOO, VWO, WFC, HTZ | 13F-HR | 2/13/2023 | 000180949423000001 |
| Q3 2022 | 493 | 227,282 | VOO, VEA, VXF, VWO | RESTATEMENT | 11/14/2022 | 000180949422000006 |
| Q2 2022 | 218 | 10,091 | GOOGL, SPY, UNH, MPC | 13F-HR | 8/15/2022 | 000180949422000004 |
| Q1 2022 | 71 | 372,444 | VOO, VEA, VXF, VWO | 13F-HR | 5/16/2022 | 000180949422000003 |
| Q4 2021 | 210 | 11,273 | GOOGL, UNH, JPM, META | 13F-HR | 2/14/2022 | 000180949422000001 |
| Q3 2021 | 66 | 344,719 | VOO, VEA, VXF, VWO | 13F-HR | 11/15/2021 | 000180949421000009 |
| Q2 2021 | 566 | 483,056 | VOO, VEA, VXF, VWO | 13F-HR | 8/13/2021 | 000180949421000007 |
| Q1 2021 | 621 | 424,007 | VOO, VEA, VXF, VWO | 13F-HR | 5/12/2021 | 000180949421000006 |
| Q4 2020 | 566 | 418,180 | VOO, VEA, VXF, VWO | 13F-HR | 2/16/2021 | 000180949421000002 |