| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 63 | 257,113 | SCHD, QQQM, VB, VNQ | 13F-HR | 4/29/2025 | 000189492125000002 |
| Q4 2024 | 59 | 254,346 | QQQM, SCHD, VB, VNQ | 13F-HR | 2/13/2025 | 000189492125000001 |
| Q3 2024 | 43 | 242,823 | QQQM, SCHD, VB, VNQ | 13F-HR | 10/28/2024 | 000189492124000005 |
| Q2 2024 | 40 | 223,869 | QQQM, SCHD, VB, VNQ | 13F-HR | 7/29/2024 | 000189492124000003 |
| Q1 2024 | 42 | 219,037 | QQQM, SCHD, VB, VNQ | 13F-HR | 4/19/2024 | 000189492124000002 |
| Q4 2023 | 37 | 214,337 | QQQM, SCHD, VB, VNQ | 13F-HR | 1/18/2024 | 000189492124000001 |
| Q3 2023 | 34 | 189,639 | SCHD, QQQM, VB, VNQ | 13F-HR | 10/23/2023 | 000189492123000005 |
| Q2 2023 | 32 | 191,344 | QQQM, SCHD, VB, VNQ | 13F-HR | 7/18/2023 | 000189492123000004 |
| Q1 2023 | 30 | 180,301 | SCHD, QQQM, VB, VNQ | 13F-HR | 5/22/2023 | 000189492123000003 |
| Q4 2022 | 28 | 165,702 | SCHD, QQQM, VB, VCSH | 13F-HR | 1/17/2023 | 000189492123000001 |
| Q3 2022 | 28 | 145,430 | QQQM, SCHD, VB, VCSH | 13F-HR | 10/17/2022 | 000189492122000004 |
| Q2 2022 | 22 | 147,856 | SCHD, QQQM, VB, VCSH | 13F-HR | 7/18/2022 | 000189492122000003 |
| Q1 2022 | 22 | 162,365 | SCHD, QQQM, VB, VNQ | 13F-HR | 4/19/2022 | 000189492122000002 |
| Q4 2021 | 19 | 161,118 | SCHD, QQQM, VB, VNQ | 13F-HR | 1/19/2022 | 000189492122000001 |
| Q3 2021 | 16 | 109,390 | SCHD, VCSH, BND, VB | 13F-HR | 11/29/2021 | 000189492121000003 |