| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 18 | 80,741 | VTI, IWM, NKE, RSP | 13F-HR | 10/29/2024 | 000186376824000009 |
| Q2 2024 | 15 | 74,762 | VTI, IWM, NKE, MSFT | 13F-HR | 7/24/2024 | 000186376824000004 |
| Q1 2024 | 15 | 77,293 | VTI, IWM, NKE, RSP | 13F-HR | 4/15/2024 | 000186376824000003 |
| Q4 2023 | 16 | 59,386 | VTI, IWM, NKE, RSP | 13F-HR | 1/9/2024 | 000186376824000001 |
| Q3 2023 | 16 | 53,111 | VTI, IWM, NKE, RSP | 13F-HR | 10/10/2023 | 000186376823000007 |
| Q2 2023 | 14 | 43,809 | VTI, NKE, BRK-B, XLV | 13F-HR | 7/17/2023 | 000186376823000005 |
| Q1 2023 | 16 | 50,678 | VTI, NKE, BRK-B, XLU | 13F-HR | 4/13/2023 | 000186376823000004 |
| Q4 2022 | 14 | 49,363 | VTI, NKE, BRK-B, XLV | 13F-HR | 1/20/2023 | 000186376823000003 |
| Q3 2022 | 15 | 66,659 | SPTS, XLSR, NKE, AAPL | 13F-HR | 10/14/2022 | 000186376822000005 |
| Q2 2022 | 19 | 97,107 | SPTS, SPAB, XLSR, NKE | 13F-HR | 7/18/2022 | 000186376822000004 |
| Q1 2022 | 21 | 124,206 | SPTS, SPAB, XLK, XLY | 13F-HR | 4/18/2022 | 000186376822000003 |
| Q4 2021 | 24 | 145,752 | SPIP, XLY, XLK, SPMB | 13F-HR | 2/9/2022 | 000186376822000002 |