| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 45 | 192,414 | IVV, VWO, IEMG, DGRO | 13F-HR | 1/16/2024 | 000190442324000001 |
| Q3 2023 | 40 | 148,457 | IVV, VWO, SPY, DGRO | 13F-HR | 10/20/2023 | 000190442323000007 |
| Q2 2023 | 43 | 154,419 | IVV, VWO, SPY, IEMG | 13F-HR | 8/4/2023 | 000190442323000006 |
| Q1 2023 | 40 | 141,983 | IVV, VWO, DGRO, QUAL | 13F-HR | 5/10/2023 | 000190442323000003 |
| Q4 2022 | 39 | 125,283 | IVV, VWO, DGRO, SPY | 13F-HR | 2/13/2023 | 000190442323000002 |
| Q3 2022 | 23 | 102,553 | IVV, IEMG, SPY, DGRO | 13F-HR | 10/19/2022 | 000190442322000005 |
| Q2 2022 | 21 | 111,692 | IVV, IEMG, SPY, DGRO | 13F-HR | 8/15/2022 | 000190442322000003 |
| Q1 2022 | 26 | 123,110 | IVV, IEMG, DGRO, QUAL | 13F-HR | 5/11/2022 | 000190442322000002 |
| Q4 2021 | 33 | 111,563 | IVV, IEMG, VWO, SPY | 13F-HR | 2/9/2022 | 000190442322000001 |