| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 59 | 148,452 | SPY, VTV, IVV, VOO | 13F-HR | 10/8/2024 | 000195175724000991 |
| Q2 2024 | 57 | 136,991 | SPY, VTV, IVV, VOO | 13F-HR | 7/15/2024 | 000195175724000516 |
| Q1 2024 | 59 | 133,453 | SPY, VTV, IVV, VOO | 13F-HR | 4/22/2024 | 000195175724000347 |
| Q4 2023 | 55 | 123,726 | SPY, VTV, IVV, VOO | 13F-HR | 1/12/2024 | 000195175724000022 |
| Q3 2023 | 53 | 111,386 | SPY, VTV, IVV, VOO | 13F-HR | 10/16/2023 | 000195175723000572 |
| Q2 2023 | 53 | 113,345 | SPY, VTV, IVV, VOO | 13F-HR | 7/18/2023 | 000195175723000382 |
| Q1 2023 | 54 | 105,898 | SPY, VTV, IVV, VOO | 13F-HR | 4/18/2023 | 000195175723000184 |
| Q4 2022 | 51 | 99,339 | SPY, VTV, IVV, VOO | 13F-HR | 1/19/2023 | 000195175723000027 |
| Q3 2022 | 49 | 90,038 | SPY, VTV, IVV, VOO | 13F-HR | 10/17/2022 | 000184356622000005 |
| Q2 2022 | 52 | 93,170 | SPY, VTV, VOO, IVV | 13F-HR | 7/13/2022 | 000184356622000003 |
| Q1 2022 | 51 | 106,929 | SPY, VTV, IVV, VOO | 13F-HR | 5/16/2022 | 000184356622000002 |
| Q4 2021 | 52 | 111,944 | SPY, VTV, IVV, VOO | 13F-HR | 2/2/2022 | 000184356622000001 |
| Q3 2021 | 49 | 105,441 | SPY, VTV, IVV, VOO | 13F-HR | 11/9/2021 | 000184356621000004 |
| Q2 2021 | 51 | 107,758 | SPY, VTV, IVV, VOO | 13F-HR | 7/19/2021 | 000184356621000003 |
| Q1 2021 | 52 | 100,742 | SPY, VTV, IVV, VOO | 13F-HR | 5/4/2021 | 000184356621000002 |
| Q4 2020 | 133 | 101,258 | SPY, IVV, VOO, USMV | 13F-HR | 2/8/2021 | 000184356621000001 |