Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 353 | 135,230 | IVV, ROE, DGRW, SPIB | 13F-HR | 11/13/2024 | 000203611424000001 |
Q2 2024 | 376 | 132,856 | IVV, ROE, SPTI, SPIB | 13F-HR | 8/14/2024 | 000186244324000005 |
Q1 2024 | 346 | 125,246 | IVV, ROE, SPIB, QUAL | 13F-HR | 5/14/2024 | 000186244324000004 |
Q4 2023 | 300 | 103,131 | IVV, ASTORIA US QUALITY KINGSETF IV, DGRW, SPIB | 13F-HR | 2/13/2024 | 000186244324000003 |