| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 181 | 453,259 | SPLG, JQUA, USFR, AAPL | 13F-HR | 2/12/2025 | 000166773125000244 |
| Q3 2024 | 160 | 418,305 | JQUA, USFR, SPLG, IVV | 13F-HR | 11/7/2024 | 000194234124000008 |
| Q2 2024 | 153 | 385,377 | JQUA, USFR, SPLG, IVV | 13F-HR | 8/13/2024 | 000194234124000007 |
| Q1 2024 | 153 | 361,490 | JQUA, USFR, SPLG, IVV | 13F-HR | 5/13/2024 | 000194234124000006 |
| Q4 2023 | 155 | 337,567 | USFR, JQUA, SPLG, IVV | 13F-HR | 2/14/2024 | 000194234124000001 |
| Q3 2023 | 135 | 290,523 | USFR, JQUA, DTH, IVV | 13F-HR | 11/14/2023 | 000194234123000004 |
| Q2 2023 | 135 | 293,592 | USFR, JQUA, DTH, IVV | 13F-HR | 8/14/2023 | 000194234123000003 |
| Q1 2023 | 120 | 265,679 | USFR, DTD, DEW, IVV | 13F-HR | 5/16/2023 | 000194234123000002 |
| Q4 2022 | 140 | 256,379 | USFR, DTD, DEW, IVV | 13F-HR | 2/6/2023 | 000194234123000001 |