| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 94 | 262,981 | QQQ, SCHD, VEA, SCHF | 13F-HR | 4/11/2025 | 000191134225000002 |
| Q4 2024 | 92 | 267,972 | QQQ, SCHD, VEA, SCHF | 13F-HR | 1/23/2025 | 000191134225000001 |
| Q3 2024 | 88 | 262,545 | QQQ, SCHD, VEA, SCHF | 13F-HR | 10/17/2024 | 000191134224000005 |
| Q2 2024 | 80 | 242,456 | QQQ, SCHD, VEA, SCHF | 13F-HR | 7/15/2024 | 000191134224000003 |
| Q1 2024 | 78 | 243,086 | QQQ, SCHD, VEA, SCHF | 13F-HR | 4/24/2024 | 000191134224000002 |
| Q4 2023 | 73 | 231,344 | QQQ, SCHD, VEA, ICF | 13F-HR | 1/11/2024 | 000191134224000001 |
| Q3 2023 | 71 | 199,926 | QQQ, SCHD, VEA, ICF | 13F-HR | 10/19/2023 | 000191134223000002 |
| Q2 2023 | 73 | 204,202 | QQQ, SCHD, VEA, ICF | 13F-HR | 8/11/2023 | 000108514623003280 |
| Q1 2023 | 69 | 178,689 | QQQ, SCHD, VEA, ICF | 13F-HR | 5/3/2023 | 000108514623002039 |
| Q4 2022 | 64 | 159,905 | QQQ, SCHD, VEA, ICF | 13F-HR | 1/18/2023 | 000108514623000199 |
| Q3 2022 | 62 | 140,953 | QQQ, SCHD, VEA, ICF | 13F-HR | 10/18/2022 | 000108514622003492 |
| Q2 2022 | 61 | 126,804 | QQQ, SCHD, VEA, ICF | 13F-HR | 7/13/2022 | 000108514622002384 |
| Q1 2022 | 49 | 143,367 | QQQ, SCHD, VEA, ICF | 13F-HR | 4/25/2022 | 000108514622001530 |
| Q4 2021 | 48 | 127,969 | QQQ, IVV, VT, DIA | 13F-HR | 2/17/2022 | 000108514622001191 |