| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 27 | 154,215 | IVV, DIA, QQQM, SCHD | 13F-HR | 4/15/2025 | 000193776925000005 |
| Q4 2024 | 31 | 168,680 | IVV, DIA, QQQM, SCHD | 13F-HR | 1/30/2025 | 000193776925000001 |
| Q3 2024 | 30 | 164,936 | IVV, DIA, QQQM, SCHD | 13F-HR | 10/29/2024 | 000193776924000001 |