| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 43 | 237,513 | VOO, QQQ, BKLN, HYBL | 13F-HR | 4/15/2024 | 000108514624001804 |
| Q4 2023 | 27 | 196,654 | VOO, QQQ, BKLN, VIOV | 13F-HR | 1/30/2024 | 000108514624000553 |
| Q3 2023 | 25 | 177,059 | VOO, BKLN, QQQ, VIOV | 13F-HR | 10/18/2023 | 000108514623003780 |
| Q2 2023 | 17 | 125,684 | VOO, VIOV, VONV, VDE | 13F-HR | 7/17/2023 | 000108514623002731 |
| Q1 2023 | 18 | 125,739 | VOO, VIOV, VONV, VDE | 13F-HR | 4/24/2023 | 000108514623001841 |
| Q4 2022 | 12 | 95,948 | VOO, VIOV, VDE, VONV | 13F-HR | 1/11/2023 | 000184521023000001 |
| Q3 2022 | 13 | 82,409 | VOO, VIOV, VDE, VONV | 13F-HR | 10/11/2022 | 000184521022000005 |
| Q2 2022 | 17 | 113,611 | VOO, VIOV, SRLN, VTIP | 13F-HR | 7/12/2022 | 000184521022000004 |
| Q1 2022 | 22 | 161,023 | VOO, SRLN, VIOV, VDE | 13F-HR | 4/11/2022 | 000184521022000003 |
| Q4 2021 | 32 | 190,802 | VOO, SRLN, VIOV, VONV | 13F-HR | 1/14/2022 | 000184521022000001 |
| Q3 2021 | 29 | 172,676 | VOO, VIOV, SRLN, VXF | 13F-HR | 10/12/2021 | 000184521021000007 |
| Q2 2021 | 31 | 169,662 | VIOV, SRLN, VONV, VXF | 13F-HR | 7/13/2021 | 000184521021000005 |
| Q1 2021 | 32 | 159,664 | VIOV, SRLN, BKLN, VONV | 13F-HR | 4/13/2021 | 000184521021000004 |
| Q4 2020 | 28 | 153,167 | VIOV, BND, VOO, VTEB | 13F-HR | 2/10/2021 | 000184521021000002 |