| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 112 | 246,056 | IVV, SPY, IJH, AAPL | 13F-HR | 10/25/2024 | 000190378624000005 |
| Q2 2024 | 114 | 240,623 | IVV, SPY, IJH, AAPL | 13F-HR | 7/29/2024 | 000190378624000004 |
| Q1 2024 | 114 | 222,327 | IVV, SPY, IJH, AAPL | 13F-HR | 4/26/2024 | 000190378624000002 |
| Q4 2023 | 101 | 187,763 | IVV, IEI, AAPL, VGSH | 13F-HR | 1/29/2024 | 000190378624000001 |
| Q3 2023 | 103 | 174,844 | IVV, IEI, VGSH, AAPL | 13F-HR | 10/20/2023 | 000190378623000004 |
| Q2 2023 | 95 | 185,747 | IEI, IVV, AAPL, VGSH | 13F-HR | 7/19/2023 | 000190378623000003 |
| Q1 2023 | 97 | 173,114 | IEI, IVV, UUP, VGSH | 13F-HR | 4/26/2023 | 000190378623000002 |
| Q4 2022 | 106 | 164,283 | IEI, IVV, UUP, VGSH | 13F-HR | 1/30/2023 | 000190378623000001 |
| Q3 2022 | 96 | 134,818 | SHY, IVV, AAPL, SPY | 13F-HR | 11/1/2022 | 000190378622000004 |
| Q2 2022 | 91 | 130,102 | IVV, SHY, AAPL, SPY | 13F-HR | 7/25/2022 | 000190378622000003 |
| Q1 2022 | 106 | 155,591 | IVV, AAPL, SPY, MSFT | 13F-HR | 4/28/2022 | 000190378622000002 |
| Q4 2021 | 104 | 154,208 | IJH, IVV, AAPL, SPY | 13F-HR | 1/28/2022 | 000190378622000001 |