| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 138 | 168,617 | PSFF, SPLG, VEA, ACIO | 13F-HR | 2/5/2025 | 000189069825000001 |
| Q3 2024 | 50 | 115,469 | PSFF, SPLG, IVV, IUSB | 13F-HR | 10/21/2024 | 000105651624000007 |
| Q2 2024 | 165 | 146,360 | PSFF, SPLG, IVV, IUSB | 13F-HR | 7/31/2024 | 000189069824000003 |
| Q1 2024 | 159 | 133,314 | PSFF, IVV, SPLG, IUSB | 13F-HR | 5/14/2024 | 000189069824000002 |
| Q4 2023 | 109 | 115,024 | PSFF, IVV, SPLG, QUAL | 13F-HR | 2/14/2024 | 000189069824000001 |
| Q3 2023 | 101 | 108,709 | PSFF, SPLG, IVV, IUSB | 13F-HR | 11/15/2023 | 000189069823000003 |
| Q2 2023 | 100 | 112,370 | PSFF, IVV, SPLG, QUAL | 13F-HR | 8/14/2023 | 000189069823000002 |
| Q1 2023 | 78 | 96,154 | PSFF, IVV, SPLG, ESGU | 13F-HR | 6/7/2023 | 000189069823000001 |
| Q4 2022 | 79 | 96,121 | PSFF, IVV, SPLG, ESGU | 13F-HR | 1/20/2023 | 000180161923000001 |
| Q3 2022 | 83 | 92,682 | PSFF, ESGU, IVV, SPLG | 13F-HR | 11/4/2022 | 000189069822000004 |
| Q2 2022 | 72 | 92,478 | PSFF, ESGU, IVV, SPLG | 13F-HR | 8/11/2022 | 000189069822000003 |
| Q1 2022 | 87 | 110,715 | PSFF, ESGU, IVV, SPLG | 13F-HR | 5/10/2022 | 000189069822000002 |
| Q4 2021 | 81 | 105,542 | PSFF, ESGU, IVV, SPLG | 13F-HR | 2/11/2022 | 000189069822000001 |