| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 126 | 310,059 | VTI, IVV, QUAL, VIG | 13F-HR | 4/23/2025 | 000108514625002305 |
| Q4 2024 | 137 | 350,258 | VTI, IVV, RWL, SMH | 13F-HR | 2/13/2025 | 000108514625001214 |
| Q3 2024 | 143 | 335,493 | VTI, IVV, RWL, QUAL | 13F-HR | 11/8/2024 | 000108514624005450 |
| Q2 2024 | 138 | 329,827 | VTI, IVV, RWL, COWZ | 13F-HR | 7/29/2024 | 000108514624003306 |
| Q1 2024 | 132 | 332,378 | SPSB, FVD, VTI, IVV | 13F-HR | 5/15/2024 | 000108514624002545 |
| Q4 2023 | 130 | 333,106 | FVD, VTI, SMH, IVV | 13F-HR | 1/31/2024 | 000108514624000604 |
| Q3 2023 | 107 | 266,023 | FVD, VTI, SMH, IVV | 13F-HR | 10/16/2023 | 000108514623003761 |
| Q2 2023 | 109 | 288,110 | FVD, VTI, SMH, IVV | 13F-HR | 8/15/2023 | 000108514623003463 |
| Q4 2022 | 98 | 252,325 | FVD, VTI, VIG, SMH | 13F-HR | 2/15/2023 | 000108514623001402 |