| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 199 | 262,154 | IVV, IUSB, IWR, ISTB | 13F-HR | 5/8/2025 | 000195478225000005 |
| Q3 2024 | 201 | 258,227 | IVV, IUSB, IWR, NVDA | 13F-HR | 10/8/2024 | 000195478224000005 |
| Q2 2024 | 158 | 215,001 | IVV, IUSB, NVDA, ISTB | 13F-HR | 7/18/2024 | 000201349924000003 |
| Q1 2024 | 164 | 208,973 | IVV, IUSB, IWR, ISTB | 13F-HR | 4/12/2024 | 000195478224000003 |
| Q4 2023 | 148 | 188,702 | IVV, IUSB, IWR, ISTB | 13F-HR | 1/30/2024 | 000195478224000002 |
| Q3 2023 | 138 | 154,328 | IVV, IUSB, ISTB, IWR | 13F-HR | 10/26/2023 | 000195478223000002 |
| Q2 2023 | 144 | 161,929 | IVV, IUSB, QUAL, AGG | 13F-HR | 7/20/2023 | 000122107323000052 |
| Q1 2023 | 156 | 181,690 | IVV, IUSB, QUAL, EFG | 13F-HR | 5/15/2023 | 000122107323000047 |
| Q4 2022 | 157 | 188,222 | IVV, ESGU, IUSB, AGG | 13F-HR | 1/25/2023 | 000122107323000001 |