| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 61 | 136,494 | VUG, AAPL, FIXD, SGOV | 13F-HR | 5/12/2025 | 000188133525000004 |
| Q4 2024 | 59 | 137,054 | VUG, AAPL, SGOV, FIXD | 13F-HR | 1/15/2025 | 000188133525000001 |
| Q3 2024 | 61 | 138,151 | AAPL, VUG, FIXD, SGOV | 13F-HR | 10/3/2024 | 000188133524000005 |
| Q2 2024 | 59 | 132,807 | VUG, AAPL, FIXD, SGOV | 13F-HR | 7/10/2024 | 000188133524000003 |
| Q1 2024 | 57 | 127,012 | VUG, FIXD, SGOV, AAPL | 13F-HR | 4/18/2024 | 000188133524000002 |
| Q4 2023 | 56 | 120,577 | AAPL, FIXD, VUG, SGOV | 13F-HR | 1/9/2024 | 000188133524000001 |
| Q3 2023 | 58 | 108,302 | FIXD, AAPL, VUG, SPLV | 13F-HR | 10/18/2023 | 000188133523000005 |
| Q2 2023 | 57 | 114,392 | FIXD, AAPL, VUG, SPLV | 13F-HR | 7/13/2023 | 000188133523000004 |
| Q1 2023 | 58 | 109,001 | FIXD, AAPL, VUG, SPLV | 13F-HR | 4/24/2023 | 000188133523000003 |
| Q4 2022 | 57 | 100,616 | FIXD, AAPL, VUG, SPLV | 13F-HR | 2/13/2023 | 000188133523000002 |