| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 73 | 242,474 | IVV, MSFT, DGRO, EFG | 13F-HR | 10/7/2024 | 000195175724000969 |
| Q2 2024 | 64 | 222,951 | IVV, MSFT, DGRO, QQQ | 13F-HR | 7/12/2024 | 000195175724000491 |
| Q1 2024 | 63 | 213,498 | IVV, VO, MSFT, DGRO | 13F-HR | 4/18/2024 | 000195175724000313 |
| Q4 2023 | 54 | 197,106 | IVV, VO, MSFT, DGRO | 13F-HR | 1/11/2024 | 000195175724000011 |
| Q3 2023 | 49 | 171,988 | IVV, VO, DGRO, QQQ | 13F-HR | 10/11/2023 | 000195175723000551 |
| Q2 2023 | 49 | 181,666 | IVV, VO, DGRO, EFG | 13F-HR | 7/13/2023 | 000195175723000335 |
| Q1 2023 | 46 | 176,727 | DGRO, IVV, VO, EFG | 13F-HR | 4/6/2023 | 000195175723000122 |
| Q4 2022 | 48 | 156,506 | DGRO, IVV, VO, DFAT | 13F-HR | 1/25/2023 | 000195175723000059 |
| Q3 2022 | 45 | 127,612 | DGRO, IVV, VO, DFAT | 13F-HR | 10/19/2022 | 000190894422000004 |
| Q2 2022 | 35 | 123,446 | DGRO, IVV, VO, DFAT | 13F-HR | 7/26/2022 | 000190894422000003 |
| Q1 2022 | 37 | 127,069 | DGRO, IVV, VO, DFAT | 13F-HR | 5/16/2022 | 000190894422000002 |
| Q4 2021 | 40 | 128,880 | DGRO, VO, IVV, ACWX | 13F-HR | 2/14/2022 | 000190894422000001 |