| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 115 | 148,106 | SPLG, VPLS, SCHV, QUAL | 13F-HR | 5/6/2025 | 000198615225000041 |
| Q4 2024 | 118 | 153,523 | SPLG, VPLS, SCHV, QUAL | 13F-HR | 1/24/2025 | 000198615225000003 |
| Q3 2024 | 118 | 144,739 | SPLG, VPLS, SCHV, SCHD | 13F-HR | 10/31/2024 | 000198615224000049 |
| Q1 2024 | 113 | 135,677 | SPLG, SCHD, FIDELITY WISE ORIGIN BITCOIN, ISHARES BITCOIN TR | 13F-HR | 4/18/2024 | 000198615224000011 |
| Q4 2023 | 103 | 115,669 | SPLG, SCHD, GOOG, MOAT | 13F-HR | 1/23/2024 | 000198615224000002 |
| Q3 2023 | 99 | 108,788 | SPLG, SCHD, GOOG, AGG | 13F-HR | 11/15/2023 | 000198615223000004 |
| Q4 2022 | 94 | 97,530 | SCHD, SPLG, GOOG, SCHV | 13F-HR | 3/1/2023 | 000196733223000002 |