| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 66 | 132,613 | SPY, IVV, SPSM, IWR | 13F-HR | 4/8/2025 | 000166773125000378 |
| Q4 2024 | 72 | 142,317 | SPY, IVV, SPSM, IWR | 13F-HR | 1/15/2025 | 000166773125000032 |
| Q3 2024 | 71 | 149,055 | SPY, IVV, SPSM, IWR | 13F-HR | 10/24/2024 | 000184426624000004 |
| Q2 2024 | 64 | 141,433 | SPY, IVV, SPSM, IWR | 13F-HR | 7/16/2024 | 000184426624000003 |
| Q1 2024 | 66 | 136,233 | SPY, IVV, SPSM, IWR | 13F-HR | 4/15/2024 | 000184426624000002 |
| Q4 2023 | 63 | 125,755 | SPY, IVV, SPSM, RSP | 13F-HR | 1/10/2024 | 000184426624000001 |
| Q3 2023 | 58 | 110,956 | SPY, IVV, SPSM, RSP | 13F-HR | 10/5/2023 | 000184426623000004 |
| Q2 2023 | 64 | 121,884 | SPY, IVV, SPSM, RSP | 13F-HR | 7/13/2023 | 000184426623000003 |
| Q1 2023 | 65 | 115,010 | SPY, IVV, SLY, RSP | 13F-HR | 4/6/2023 | 000184426623000002 |
| Q4 2022 | 66 | 106,101 | SPY, SLY, IVV, RSP | 13F-HR | 1/17/2023 | 000184426623000001 |
| Q3 2022 | 64 | 100,459 | SPY, IVV, SLY, RSP | 13F-HR | 10/12/2022 | 000184426622000004 |
| Q2 2022 | 66 | 105,445 | SPY, SLY, RSP, IVV | 13F-HR | 7/8/2022 | 000184426622000003 |
| Q1 2022 | 63 | 122,236 | SPY, SLY, RSP, IVV | 13F-HR | 4/18/2022 | 000184426622000002 |
| Q4 2021 | 68 | 123,570 | SPY, SLY, RSP, IVV | 13F-HR | 1/20/2022 | 000184426622000001 |