| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 300 | 197,052 | VOO, BKLC, XHLF, SPDW | 13F-HR | 5/14/2025 | 000109544925000043 |
| Q4 2024 | 357 | 192,413 | VOO, BKLC, XHLF, IVV | 13F-HR | 2/18/2025 | 000109544925000009 |
| Q3 2024 | 406 | 183,923 | VOO, BKLC, XHLF, IVV | 13F-HR | 11/18/2024 | 000109544924000087 |
| Q2 2024 | 222 | 148,024 | VOO, IVV, SPDW, VO | 13F-HR | 8/13/2024 | 000109544924000058 |
| Q1 2024 | 213 | 137,161 | VOO, IVV, SPDW, VO | 13F-HR | 5/8/2024 | 000109544924000029 |
| Q4 2023 | 420 | 120,533 | VOO, IVV, SPDW, VO | 13F-HR | 2/5/2024 | 000109544924000006 |
| Q3 2023 | 209 | 108,477 | VOO, IVV, SPDW, VO | 13F-HR | 11/15/2023 | 000109544923000083 |
| Q2 2023 | 210 | 115,106 | VOO, IVV, SPDW, VO | 13F-HR | 8/7/2023 | 000109544923000067 |
| Q1 2023 | 218 | 108,536 | VOO, IVV, SPDW, VO | 13F-HR | 5/8/2023 | 000109544923000038 |
| Q4 2022 | 218 | 104,487 | VOO, IVV, SPDW, VO | RESTATEMENT | 1/17/2023 | 000109544923000011 |