| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 153 | 115,322 | IEI, IVV, SPHQ, QUAL | 13F-HR | 4/11/2025 | 000184026825000006 |
| Q4 2024 | 166 | 115,201 | IEI, IVV, SPHQ, QUAL | 13F-HR | 1/16/2025 | 000184026825000001 |
| Q3 2024 | 178 | 119,378 | GOVT, IVV, SPHQ, QUAL | 13F-HR | 10/9/2024 | 000184026824000006 |
| Q2 2024 | 145 | 114,573 | GOVT, IVV, SPHQ, QUAL | 13F-HR | 7/3/2024 | 000184026824000003 |
| Q1 2024 | 137 | 109,591 | IVV, GOVT, SPHQ, SPY | 13F-HR | 4/8/2024 | 000184026824000002 |
| Q4 2023 | 146 | 102,061 | GOVT, IVV, SPY, SPHQ | 13F-HR | 1/4/2024 | 000184026824000001 |
| Q3 2023 | 162 | 97,620 | GOVT, IVV, SPY, SPHQ | 13F-HR | 10/11/2023 | 000184026823000004 |
| Q2 2023 | 170 | 106,413 | IVV, GOVT, SPY, SPHQ | 13F-HR | 7/12/2023 | 000184026823000003 |
| Q1 2023 | 168 | 88,178 | IVV, SPY, VTIP, VOO | 13F-HR | 4/7/2023 | 000184026823000002 |
| Q4 2022 | 176 | 95,156 | IVV, VTIP, SPY, VOO | 13F-HR | 1/10/2023 | 000184026823000001 |
| Q3 2022 | 198 | 84,671 | IVV, VTIP, SPY, VOO | 13F-HR | 10/7/2022 | 000184026822000005 |
| Q2 2022 | 200 | 89,072 | IVV, VTIP, SPY, VOO | 13F-HR | 7/12/2022 | 000184026822000004 |
| Q1 2022 | 206 | 96,882 | IVV, VTIP, SPY, VOO | 13F-HR | 4/21/2022 | 000184026822000003 |
| Q4 2021 | 211 | 100,602 | IVV, SPY, VTIP, VOO | 13F-HR | 1/18/2022 | 000184026822000001 |
| Q3 2021 | 198 | 92,467 | IVV, VTIP, SPY, VOO | 13F-HR | 10/20/2021 | 000184026821000010 |
| Q2 2021 | 205 | 89,003 | IVV, SPY, VOO, VTIP | 13F-HR | 7/13/2021 | 000184026821000009 |
| Q1 2021 | 100 | 80,986 | IVV, SPY, VOO, SCHZ | 13F-HR | 5/3/2021 | 000184026821000008 |
| Q4 2020 | 16 | 54,274 | IVV, SPY, VOO, SCHZ | RESTATEMENT | 2/17/2021 | 000184026821000006 |