| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 926 | 1,320,718 | IVV, IEI, VGT, VBIL | 13F-HR | 7/14/2025 | 000193295225000004 |
| Q1 2025 | 842 | 1,252,569 | IVV, BND, IEF, VGT | 13F-HR | 4/10/2025 | 000193295225000003 |
| Q4 2024 | 842 | 1,252,569 | IVV, BND, IEF, VGT | 13F-HR | 1/14/2025 | 000193295225000002 |
| Q3 2024 | 784 | 1,207,550 | BND, IVV, VGT, SCHK | 13F-HR | 10/11/2024 | 000193295224000004 |
| Q2 2024 | 790 | 1,130,407 | BND, VGT, IVV, IEF | 13F-HR | 7/12/2024 | 000193295224000003 |
| Q1 2024 | 769 | 1,030,354 | IEF, VGT, SPLG, SCHK | 13F-HR | 4/12/2024 | 000193295224000002 |
| Q4 2023 | 769 | 1,030,354 | IEF, VGT, SPLG, SCHK | 13F-HR | 1/17/2024 | 000193295224000001 |
| Q3 2023 | 836 | 916,083 | IEF, VGT, VGSH, SCHK | 13F-HR | 10/11/2023 | 000193295223000004 |
| Q2 2023 | 800 | 941,997 | IEF, VGT, VGSH, SCHK | 13F-HR | 7/6/2023 | 000193295223000003 |
| Q1 2023 | 782 | 846,530 | VGSH, IEF, VGT, VHT | 13F-HR | 4/7/2023 | 000193295223000002 |
| Q4 2022 | 810 | 759,769 | BND, VGT, VHT, IEF | 13F-HR | 1/17/2023 | 000193295223000001 |