| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 52 | 149,493 | VEA, RSP, BSV, PDBC | 13F-HR | 4/15/2025 | 000190861725000003 |
| Q4 2024 | 52 | 152,308 | VEA, RSP, BSV, PDBC | 13F-HR | 1/17/2025 | 000190861725000001 |
| Q3 2024 | 48 | 153,737 | VEA, PDBC, STIP, SJNK | 13F-HR | 10/25/2024 | 000190861724000006 |
| Q2 2024 | 46 | 142,320 | VEA, PDBC, STIP, SJNK | 13F-HR | 7/26/2024 | 000190861724000003 |
| Q1 2024 | 48 | 138,947 | VEA, QQQM, DIA, STIP | 13F-HR | 4/18/2024 | 000190861724000002 |
| Q4 2023 | 48 | 129,966 | VEA, DIA, QQQM, STIP | 13F-HR | 1/31/2024 | 000108514624000581 |
| Q3 2023 | 44 | 117,952 | VEA, QQQM, DIA, STIP | 13F-HR | 11/2/2023 | 000108514623004030 |
| Q2 2023 | 47 | 121,209 | VEA, QQQM, DIA, STIP | 13F-HR | 7/31/2023 | 000108514623002971 |
| Q1 2023 | 52 | 120,545 | VEA, QQQM, DIA, STIP | 13F-HR | 4/26/2023 | 000108514623001898 |
| Q4 2022 | 55 | 111,600 | VEA, DIA, QQQ, VGSH | 13F-HR | 1/30/2023 | 000108514623000469 |
| Q3 2022 | 37 | 98,614 | VEA, DIA, VGSH, QQQ | 13F-HR | 10/18/2022 | 000108514622003484 |
| Q2 2022 | 52 | 105,853 | VGSH, VEA, DIA, QQQ | 13F-HR | 7/26/2022 | 000108514622002595 |
| Q1 2022 | 75 | 127,535 | VEA, VGSH, DIA, QQQ | 13F-HR | 4/29/2022 | 000108514622001613 |
| Q4 2021 | 90 | 124,878 | VEA, VGSH, BSV, SJNK | 13F-HR | 2/28/2022 | 000108514622001206 |