| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 42 | 167,845 | IVV, IWB, EFA, IWM | 13F-HR | 1/28/2025 | 000192887725000002 |
| Q3 2024 | 40 | 167,327 | IVV, IWB, EFA, IWM | 13F-HR | 10/17/2024 | 000192887724000009 |
| Q2 2024 | 39 | 156,039 | IVV, IWB, EFA, IWM | 13F-HR | 7/23/2024 | 000192887724000006 |
| Q1 2024 | 37 | 151,923 | IVV, IWB, EFA, IWM | 13F-HR | 4/22/2024 | 000192887724000004 |