| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 34 | 195,021 | VOO, IGRO, QQQ, VO | 13F-HR | 10/31/2024 | 000108514624005249 |
| Q2 2024 | 33 | 180,831 | VOO, QQQ, IGRO, VO | 13F-HR | 7/30/2024 | 000108514624003339 |
| Q1 2024 | 48 | 181,293 | VOO, IGRO, QQQ, VO | 13F-HR | 4/25/2024 | 000108514624002024 |
| Q4 2023 | 43 | 162,563 | VOO, IGRO, QQQ, VO | 13F-HR | 1/23/2024 | 000108514624000423 |
| Q3 2023 | 35 | 133,008 | VOO, IGRO, QQQ, VO | 13F-HR | 11/2/2023 | 000108514623004050 |
| Q2 2023 | 35 | 143,791 | VOO, IGRO, QQQ, VO | 13F-HR | 8/2/2023 | 000108514623003033 |
| Q1 2023 | 36 | 136,204 | VOO, IGRO, QQQ, VO | 13F-HR | 4/20/2023 | 000108514623001812 |
| Q4 2022 | 37 | 124,693 | VOO, IGRO, VO, AGG | 13F-HR | 2/2/2023 | 000108514623000602 |