| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 90 | 64,192 | IVV, MSFT, NVDA, VTV | 13F-HR | 10/17/2024 | 000117266124004295 |
| Q2 2024 | 87 | 61,605 | IVV, MSFT, NVDA, IVE | 13F-HR | 8/14/2024 | 000117266124003489 |
| Q1 2024 | 86 | 62,156 | IVV, MSFT, IVE, VTV | 13F-HR | 5/9/2024 | 000117266124002113 |
| Q4 2023 | 79 | 60,411 | IVV, SGOV, SPYD, IVE | 13F-HR | 2/12/2024 | 000117266124000676 |
| Q3 2023 | 73 | 54,837 | IVV, SPYD, IVE, MSFT | 13F-HR | 10/30/2023 | 000117266123003523 |
| Q2 2023 | 77 | 57,221 | IVV, SPYD, IVE, MSFT | 13F-HR | 8/14/2023 | 000117266123003012 |
| Q1 2023 | 70 | 50,306 | IVV, SPYD, IVE, MSFT | 13F-HR | 5/10/2023 | 000117266123001949 |
| Q4 2022 | 65 | 45,269 | SPYD, IVV, IVE, EMNT | 13F-HR | 2/13/2023 | 000117266123000798 |