| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 40 | 203,715 | SPY, QQQ, VV, VUG | 13F-HR | 2/1/2024 | 000175496024000069 |
| Q3 2023 | 36 | 175,319 | SPY, QQQ, VV, VUG | 13F-HR | 11/14/2023 | 000175496023000342 |
| Q2 2023 | 41 | 194,991 | SPY, QQQ, VV, RBLX | 13F-HR | 8/9/2023 | 000175496023000240 |
| Q1 2023 | 41 | 161,744 | SPY, QQQ, VV, VUG | 13F-HR | 5/11/2023 | 000175496023000149 |
| Q4 2022 | 39 | 131,758 | SPY, QQQ, VV, VUG | 13F-HR | 2/13/2023 | 000175496023000075 |
| Q3 2022 | 41 | 124,274 | QQQ, QQQM, IVV, SPY | 13F-HR | 10/19/2022 | 000175496022000263 |
| Q2 2022 | 39 | 130,623 | QQQ, IVV, SPY, VV | 13F-HR | 7/11/2022 | 000175496022000171 |
| Q1 2022 | 45 | 173,236 | SPY, QQQ, IVV, VV | 13F-HR | 4/26/2022 | 000175496022000106 |
| Q4 2021 | 45 | 165,628 | SPY, QQQ, VV, VUG | 13F-HR | 1/12/2022 | 000175496022000017 |
| Q3 2021 | 49 | 137,714 | QQQ, SPY, VV, VUG | 13F-HR | 11/3/2021 | 000175496021000206 |
| Q2 2021 | 46 | 134,505 | QQQ, SPY, VV, VUG | 13F-HR | 7/12/2021 | 000175496021000108 |
| Q1 2021 | 46 | 121,487 | QQQ, SPY, VV, VUG | 13F-HR | 5/20/2021 | 000175496021000096 |