| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 244 | 313,979 | AVUS, BIL, TBUX, VTI | 13F-HR | 11/12/2024 | 000175496024000563 |
| Q2 2024 | 770 | 171,708,418 | PG, SPLG, RSP, AGG | 13F-HR | 8/6/2024 | 000175496024000387 |
| Q1 2024 | 313 | 415,080 | BIL, AVUS, VOO, PG | 13F-HR | 4/22/2024 | 000175496024000163 |
| Q4 2023 | 147 | 168,675 | PG, AGG, RSP, VOO | 13F-HR | 1/18/2024 | 000175496024000043 |
| Q3 2023 | 267 | 296,093 | AAPL, BIL, PG, AGG | 13F-HR | 11/7/2023 | 000175496023000321 |
| Q2 2023 | 254 | 271,311 | AAPL, PG, TSLA, VOO | 13F-HR | 9/6/2023 | 000175496023000256 |
| Q1 2023 | 241 | 247,911 | AAPL, PG, BND, VXUS | 13F-HR | 9/6/2023 | 000175496023000255 |