| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 215 | 785,134 | IVV, QQQ, AAPL, SCHD | 13F-HR | 10/25/2024 | 000196304024000006 |
| Q2 2024 | 207 | 726,623 | IVV, QQQ, AAPL, SCHD | 13F-HR | 7/30/2024 | 000196304024000003 |
| Q1 2024 | 213 | 700,841 | IVV, QQQ, SCHD, AAPL | 13F-HR | 4/25/2024 | 000196304024000002 |
| Q4 2023 | 205 | 652,114 | IVV, QQQ, AAPL, SCHD | 13F-HR | 1/29/2024 | 000196304024000001 |
| Q3 2023 | 196 | 584,134 | IVV, SCHD, QQQ, AAPL | 13F-HR | 10/31/2023 | 000196304023000004 |
| Q2 2023 | 192 | 595,975 | IVV, AAPL, SCHD, QQQ | 13F-HR | 7/27/2023 | 000196304023000003 |
| Q1 2023 | 190 | 560,276 | IVV, SCHD, AAPL, QQQ | 13F-HR | 4/25/2023 | 000196304023000002 |
| Q4 2022 | 190 | 521,437 | IVV, SCHD, QQQ, CWI | 13F-HR | 2/2/2023 | 000196304023000001 |