| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 79 | 146,685 | IVV, QQQ, AGG, DFAS | 13F-HR | 4/30/2024 | 000117266124001951 |
| Q4 2023 | 76 | 133,179 | IVV, AGG, QQQ, DFAS | 13F-HR | 1/19/2024 | 000117266124000283 |
| Q3 2023 | 73 | 124,472 | IVV, DFAS, AGG, QQQ | 13F-HR | 11/17/2023 | 000117266123004066 |
| Q2 2023 | 75 | 128,699 | IVV, DFAS, QQQ, AGG | 13F-HR | 11/17/2023 | 000117266123004065 |
| Q1 2023 | 70 | 109,616 | IVV, DFAS, AGG, QQQ | 13F-HR | 11/17/2023 | 000117266123004064 |
| Q4 2022 | 66 | 98,184 | IVV, DFAS, AGG, QQQ | 13F-HR | 11/17/2023 | 000117266123004063 |