| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 459 | 1,293,682 | IVV, AAPL, JEPI, AGG | 13F-HR | 5/7/2025 | 000143774925015027 |
| Q4 2024 | 463 | 1,328,643 | IVV, AAPL, AGG, JEPI | 13F-HR | 2/14/2025 | 000143774925003898 |
| Q3 2024 | 458 | 1,281,688 | IVV, AAPL, AGG, JEPI | 13F-HR | 10/15/2024 | 000143774924031199 |
| Q2 2024 | 303 | 737,456 | IVV, AGG, JEPI, AAPL | 13F-HR | 8/8/2024 | 000143774924025576 |
| Q1 2024 | 331 | 797,739 | AGG, IVV, JEPI, AAPL | 13F-HR | 5/1/2024 | 000143774924014075 |
| Q4 2023 | 202 | 298,501 | IVV, JEPI, AAPL, SPY | 13F-HR | 2/13/2024 | 000143774924003860 |
| Q3 2023 | 147 | 217,611 | IVV, SPY, AAPL, IWM | 13F-HR | 11/13/2023 | 000143774923031702 |
| Q2 2023 | 105 | 162,783 | IVV, IWM, SDY, AAPL | 13F-HR | 7/25/2023 | 000143774923020593 |
| Q1 2023 | 104 | 158,200 | IVV, IWM, SDY, JPST | 13F-HR | 4/24/2023 | 000143774923010853 |
| Q4 2022 | 101 | 150,041 | IVV, SDY, JPST, IWM | 13F-HR | 2/8/2023 | 000143774923002752 |
| Q3 2022 | 96 | 121,874 | IVV, JPST, SDY, DAUG | 13F-HR | 10/17/2022 | 000143774922024196 |
| Q2 2022 | 88 | 115,415 | IVV, SDY, JPST, IWM | 13F-HR | 7/25/2022 | 000143774922017678 |
| Q1 2022 | 94 | 134,663 | IVV, SDY, JPST, AMZN | 13F-HR | 4/19/2022 | 000143774922009232 |
| Q4 2021 | 97 | 133,270 | IVV, SDY, JPST, IWM | 13F-HR | 2/10/2022 | 000143774922002983 |