| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 169 | 434,108 | VOO, GOVT, FPAG, IJR | 13F-HR | 7/15/2025 | 000195175725000850 |
| Q1 2025 | 160 | 370,857 | FPAG, GOVT, IJR, VOO | 13F-HR | 4/11/2025 | 000195175725000338 |
| Q4 2024 | 164 | 347,448 | GOVT, FPAG, VOO, JPST | 13F-HR | 1/17/2025 | 000195175725000053 |
| Q3 2024 | 162 | 341,497 | GOVT, JPST, VOO, INVESTMENT MANAGERS SER TR I | 13F-HR | 10/16/2024 | 000195175724001044 |
| Q2 2024 | 153 | 309,715 | GOVT, JPST, INVESTMENT MANAGERS SER TR I, VOO | 13F-HR | 7/15/2024 | 000195175724000524 |
| Q1 2024 | 156 | 281,636 | GOVT, JPST, IVV, FPAG | 13F-HR | 4/18/2024 | 000195175724000337 |
| Q4 2023 | 142 | 252,863 | GOVT, JPST, IVV, IJR | 13F-HR | 1/18/2024 | 000195175724000068 |
| Q3 2023 | 132 | 223,754 | JPST, IVV, IJR, VIG | 13F-HR | 10/10/2023 | 000195175723000545 |
| Q2 2023 | 105 | 110,070 | JPST, VGSH, FNDF, FNDX | 13F-HR | 7/24/2023 | 000195175723000418 |
| Q1 2023 | 64 | 93,622 | JPST, VGSH, FNDF, IVV | 13F-HR | 4/13/2023 | 000195175723000158 |
| Q4 2022 | 69 | 81,415 | VGSH, FNDF, IVV, FNDX | 13F-HR | 1/25/2023 | 000195175723000067 |