| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,134 | 740,474 | SPY, BILZ, VTI, QQQ | 13F-HR | 4/21/2025 | 000192148725000002 |
| Q4 2024 | 1,072 | 768,519 | SPY, BILZ, VTI, QQQ | 13F-HR | 1/30/2025 | 000192148725000001 |
| Q3 2024 | 1,194 | 704,275 | SPY, BILZ, VTI, QQQ | 13F-HR | 11/7/2024 | 000192148724000006 |
| Q2 2024 | 1,053 | 543,001 | SPY, VTI, QQQ, MGK | 13F-HR | 7/24/2024 | 000192148724000005 |
| Q1 2024 | 1,059 | 487,916 | SPY, VTI, DIA, QQQ | 13F-HR | 5/16/2024 | 000192148724000004 |
| Q4 2023 | 985 | 355,731 | SPY, VTI, DIA, VOOV | 13F-HR | 1/9/2024 | 000192148724000002 |
| Q3 2023 | 1,025 | 377,165 | SPY, VTI, DIA, VOOV | 13F-HR | 10/20/2023 | 000192148723000005 |
| Q2 2023 | 1,025 | 377,165 | SPY, VTI, DIA, VOOV | 13F-HR | 7/12/2023 | 000192148723000004 |
| Q1 2023 | 945 | 342,432 | SPY, DIA, VOOV, VTV | 13F-HR | 4/20/2023 | 000192148723000003 |
| Q4 2022 | 995 | 294,479 | SPY, DIA, VTV, VOOV | 13F-HR | 1/27/2023 | 000192148723000001 |
| Q3 2022 | 934 | 300,253 | SPY, TFLO, DIA, VTV | 13F-HR | 10/5/2022 | 000192148722000003 |
| Q2 2022 | 969 | 403,593 | SPY, VTIP, DIA, VTV | 13F-HR | 7/18/2022 | 000192148722000002 |
| Q1 2022 | 970 | 420,413 | SPY, VTIP, DIA, VTV | 13F-HR | 5/16/2022 | 000192148722000001 |