| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,302 | 378,419 | QQQ, VEA, FNDX, SMLF | 13F-HR | 11/5/2024 | 000182258724000005 |
| Q2 2024 | 1,262 | 348,788 | QQQ, VEA, SCHD, IJR | 13F-HR | 8/13/2024 | 000182258724000003 |
| Q1 2024 | 1,106 | 321,509 | QQQ, VEA, SCHD, IJR | 13F-HR | 5/7/2024 | 000182258724000002 |
| Q4 2023 | 967 | 302,831 | QQQ, VEA, SCHD, IJR | 13F-HR | 2/12/2024 | 000182258724000001 |
| Q3 2023 | 1,212 | 262,406 | QQQ, VEA, SCHD, IJR | 13F-HR | 11/8/2023 | 000182258723000004 |
| Q2 2023 | 1,569 | 253,080 | QQQ, VEA, SCHD, IJR | 13F-HR | 8/15/2023 | 000182258723000003 |
| Q4 2022 | 1,561 | 238,764 | VEA, QQQ, SCHD, IJR | 13F-HR | 2/14/2023 | 000182258723000002 |