| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 40 | 188,024 | QUAL, IVV, VGT, FDIS | 13F-HR | 4/16/2024 | 000186179824000003 |
| Q4 2023 | 41 | 167,689 | QUAL, IVV, VGT, FDIS | 13F-HR | 2/5/2024 | 000186179824000002 |
| Q3 2023 | 42 | 150,225 | QUAL, IVV, VGT, VGIT | 13F-HR | 10/13/2023 | 000198604223000016 |
| Q2 2023 | 44 | 148,607 | QUAL, IVV, VGIT, VGT | 13F-HR | 7/11/2023 | 000186179823000003 |
| Q1 2023 | 79 | 139,725 | IVV, VGSH, VGT, BSV | 13F-HR | 5/3/2023 | 000186179823000002 |
| Q4 2022 | 49 | 123,879 | IVV, VGSH, BSV, QUAL | 13F-HR | 1/30/2023 | 000186179823000001 |
| Q3 2022 | 32 | 105,605 | IVV, VGSH, QUAL, VGT | 13F-HR | 10/13/2022 | 000186179822000005 |
| Q2 2022 | 37 | 108,831 | IVV, VGSH, QUAL, VGT | 13F-HR | 7/28/2022 | 000186179822000004 |
| Q1 2022 | 58 | 120,917 | IVV, QUAL, VGT, VGSH | 13F-HR | 5/11/2022 | 000186179822000003 |
| Q4 2021 | 22 | 139,587 | IVV, VGIT, QUAL, BSV | 13F-HR | 2/7/2022 | 000186179822000001 |
| Q3 2021 | 22 | 125,202 | IVV, VGIT, QUAL, BSV | 13F-HR | 10/18/2021 | 000186179821000003 |
| Q2 2021 | 101 | 116,921 | IVV, VGIT, QUAL, BSV | 13F-HR | 8/12/2021 | 000186179821000002 |
| Q1 2021 | 49 | 104,729 | VGIT, VGT, VCIT, SCHP | 13F-HR | 5/14/2021 | 000186179821000001 |