Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2024 | 29 | 117,940 | VTI, SPY, SHY, QQQ | 13F-HR | 4/30/2024 | 000108514624002144 |
Q4 2023 | 31 | 108,123 | VTI, SPY, SHY, QQQ | 13F-HR | 2/9/2024 | 000108514624000987 |
Q3 2023 | 28 | 92,456 | VTI, SPY, SHY, VGSH | 13F-HR | 11/6/2023 | 000108514623004131 |
Q2 2023 | 23 | 97,137 | VTI, IEF, SPY, SHY | 13F-HR | 7/20/2023 | 000108514623002772 |
Q1 2023 | 24 | 96,257 | VTI, IEF, SPY, SHY | 13F-HR | 5/4/2023 | 000108514623002075 |
Q4 2022 | 25 | 100,243 | VTI, IEF, SPY, SHY | 13F-HR | 2/7/2023 | 000108514623000771 |
Q3 2022 | 22 | 102,466 | VTI, IEF, QQQ, SHY | 13F-HR | 10/18/2022 | 000108514622003496 |
Q2 2022 | 26 | 126,392 | VTI, IEF, QQQ, SPY | 13F-HR | 8/8/2022 | 000108514622002863 |
Q1 2022 | 26 | 126,392 | VTI, IEF, QQQ, SPY | 13F-HR | 5/11/2022 | 000108514622001987 |
Q4 2021 | 19 | 114,779 | VTI, QQQ, SPY, VCSH | 13F-HR | 2/9/2022 | 000108514622000696 |