| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 82 | 161,959 | SPY, VEA, IWM, IJH | 13F-HR | 11/7/2024 | 000185882824000008 |
| Q2 2024 | 80 | 153,711 | SPY, VEA, IWM, IVW | 13F-HR | 8/8/2024 | 000185882824000004 |
| Q1 2024 | 80 | 153,906 | SPY, VEA, IWM, IVW | 13F-HR | 4/29/2024 | 000185882824000003 |
| Q4 2023 | 74 | 143,418 | SPY, VEA, IWM, IVE | RESTATEMENT | 2/12/2024 | 000185882824000002 |
| Q3 2023 | 72 | 130,515 | SPY, VEA, IWM, IVW | 13F-HR | 10/30/2023 | 000185882823000006 |
| Q2 2023 | 70 | 135,971 | SPY, VEA, IWM, IVW | 13F-HR | 8/8/2023 | 000185882823000005 |
| Q1 2023 | 69 | 127,621 | SPY, VEA, IWM, IVE | RESTATEMENT | 5/18/2023 | 000185882823000003 |
| Q4 2022 | 64 | 112,636 | SPY, VEA, IWM, IVE | 13F-HR | 2/2/2023 | 000184101623000001 |
| Q3 2022 | 59 | 102,894 | SPY, VEA, IWM, IVE | RESTATEMENT | 5/18/2023 | 000185882823000004 |
| Q2 2022 | 63 | 108,653 | SPY, VEA, IWM, IVE | 13F-HR | 8/12/2022 | 000185882822000003 |
| Q1 2022 | 64 | 121,600 | SPY, VEA, IWM, IVE | 13F-HR | 5/11/2022 | 000185882822000002 |
| Q4 2021 | 67 | 124,758 | SPY, VEA, IWM, IVE | 13F-HR | 2/3/2022 | 000185882822000001 |
| Q3 2021 | 62 | 112,449 | SPY, VEA, IWM, IVE | 13F-HR | 11/9/2021 | 000185882821000005 |
| Q2 2021 | 67 | 115,536 | SPY, VEA, IWM, IVE | 13F-HR | 7/28/2021 | 000185882821000004 |
| Q1 2021 | 64 | 107,912 | SPY, VEA, IWM, IVE | RESTATEMENT | 5/10/2021 | 000185882821000003 |
| Q4 2020 | 64 | 100,801 | SPY, VEA, IWM, IVE | 13F-HR | 5/10/2021 | 000185882821000002 |