| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 39 | 145,801 | IVV, QQQ, SCHG, VYM | 13F-HR | 10/9/2024 | 000193638024000005 |
| Q2 2024 | 37 | 139,611 | IVV, QQQ, SCHG, VYM | 13F-HR | 7/18/2024 | 000193638024000004 |
| Q1 2024 | 37 | 135,749 | IVV, QQQ, SCHG, VYM | 13F-HR | 4/10/2024 | 000193638024000003 |
| Q4 2023 | 40 | 130,680 | IVV, Invesco QQQ Trust, SCHG, VYM | 13F-HR | 1/10/2024 | 000193638024000001 |
| Q3 2023 | 38 | 116,027 | IVV, QQQ, SCHG, VYM | 13F-HR | 10/16/2023 | 000193638023000005 |
| Q2 2023 | 38 | 123,465 | IVV, QQQ, SCHG, AAPL | 13F-HR | 7/21/2023 | 000193638023000004 |
| Q1 2023 | 38 | 116,360 | IVV, QQQ, SCHG, VYM | 13F-HR | 4/24/2023 | 000193638023000003 |
| Q4 2022 | 36 | 105,026 | IVV, QQQ, SCHG, VYM | 13F-HR | 1/17/2023 | 000193638023000001 |