| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 147 | 149,723 | SPY, VO, SPHQ, QUAL | 13F-HR | 8/13/2025 | 000194136925000006 |
| Q1 2025 | 120 | 153,788 | VUG, SPY, SPHQ, QUAL | 13F-HR | 5/13/2025 | 000194136925000004 |
| Q4 2024 | 214 | 240,117 | VUG, SPY, QUAL, XLF | 13F-HR | 4/23/2025 | 000194136925000003 |
| Q3 2024 | 208 | 253,503 | VUG, XLE, SPY, QUAL | 13F-HR | 10/30/2024 | 000194136924000004 |
| Q2 2024 | 196 | 278,508 | VUG, RSP, XLE, SPY | 13F-HR | 8/12/2024 | 000194136924000003 |
| Q1 2024 | 292 | 386,973 | RSP, VUG, XLE, SPY | 13F-HR | 5/14/2024 | 000194136924000002 |
| Q4 2023 | 114 | 299,746 | RSP, VUG, VTV, XLE | 13F-HR | 2/13/2024 | 000194136924000001 |
| Q3 2023 | 140 | 254,204 | RSP, VOO, VIG, XLE | 13F-HR | 11/28/2023 | 000194136923000008 |
| Q2 2023 | 180 | 205,741 | SPY, VIG, QUAL, NOBL | 13F-HR | 8/7/2023 | 000194136923000007 |
| Q1 2023 | 185 | 248,739 | RSP, VIG, SPY, XLE | 13F-HR | 5/3/2023 | 000194136923000006 |
| Q4 2022 | 191 | 241,898 | VIG, RSP, QUAL, SPY | 13F-HR | 2/13/2023 | 000194136923000005 |
| Q3 2022 | 178 | 212,767 | SPY, VIG, QUAL, XLE | 13F-HR | 1/11/2023 | 000194136923000003 |
| Q2 2022 | 175 | 229,766 | SPY, VIG, QUAL, ACWI | 13F-HR | 1/11/2023 | 000194136923000002 |
| Q1 2022 | 220 | 236,893 | SPY, VIG, QUAL, VOO | 13F-HR | 1/11/2023 | 000194136923000001 |
| Q4 2021 | 224 | 202,329 | ACWI, QUAL, SPY, VONG | 13F-HR | 1/11/2023 | 000194136923000004 |