| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 154,040 | DGRO, IVV, IAU, LLY | 13F-HR | 10/25/2024 | 000183520624000005 |
| Q2 2024 | 43 | 135,932 | IVV, DGRO, LLY, IAU | 13F-HR | 7/12/2024 | 000183520624000004 |
| Q1 2024 | 46 | 122,170 | IVV, DGRO, LLY, IWM | 13F-HR | 5/1/2024 | 000183520624000003 |
| Q4 2023 | 41 | 99,720 | IVV, IGV, IXN, IVW | 13F-HR | 2/1/2024 | 000183520624000001 |