| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1 | 146,757 | IVV | 13F-HR | 2/14/2025 | 000195097225000002 |
| Q3 2024 | 1 | 143,672 | IVV | 13F-HR | 11/14/2024 | 000095010324016309 |
| Q2 2024 | 1 | 136,171 | IVV | 13F-HR | 8/14/2024 | 000095010324012209 |
| Q1 2024 | 1 | 130,725 | IVV | 13F-HR | 5/15/2024 | 000095010324006716 |
| Q4 2023 | 3 | 124,445 | IVV, GLD, S | 13F-HR | 2/14/2024 | 000095010324002207 |
| Q3 2023 | 3 | 119,443 | IVV, GLD, S | 13F-HR | 11/14/2023 | 000095010323016242 |
| Q2 2023 | 3 | 123,814 | IVV, GLD, S | 13F-HR | 8/14/2023 | 000095010323011994 |
| Q1 2023 | 3 | 122,243 | IVV, GLD, S | 13F-HR | 5/15/2023 | 000095010323007289 |
| Q4 2022 | 3 | 110,785 | IVV, GLD, S | 13F-HR | 2/14/2023 | 000095010323002362 |