| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 152 | 529,224 | IVV, SPY, AGG, EFA | 13F-HR | 4/11/2025 | 000195712425000002 |
| Q4 2024 | 141 | 479,812 | IVV, SCHG, SPY, AGG | 13F-HR | 1/13/2025 | 000195712425000001 |
| Q3 2024 | 121 | 436,833 | IVV, SCHG, SPY, COWZ | 13F-HR | 10/3/2024 | 000195712424000007 |
| Q2 2024 | 93 | 381,799 | IVV, SCHG, COWZ, SPY | 13F-HR | 7/18/2024 | 000195712424000005 |
| Q1 2024 | 86 | 354,186 | IVV, SCHG, COWZ, SPY | 13F-HR | 4/11/2024 | 000195712424000004 |
| Q4 2023 | 81 | 308,754 | IVV, COWZ, SCHG, SPY | 13F-HR | 1/11/2024 | 000195712424000002 |
| Q3 2023 | 82 | 239,528 | IVV, COWZ, SCHG, JEPI | 13F-HR | 10/10/2023 | 000195712423000004 |
| Q2 2023 | 76 | 228,939 | IVV, COWZ, SCHG, JEPI | 13F-HR | 7/21/2023 | 000195712423000003 |
| Q1 2023 | 62 | 206,285 | IVV, COWZ, SCHG, CDC | 13F-HR | 4/20/2023 | 000195712423000002 |
| Q4 2022 | 61 | 187,366 | IVV, COWZ, SCHG, CDC | 13F-HR | 1/25/2023 | 000195712423000001 |