| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 68 | 317,755 | IVV, AGG, AAPL, SGOV | 13F-HR | 11/5/2024 | 000197325924000005 |
| Q2 2024 | 68 | 338,797 | IVV, SGOV, AGG, AAPL | 13F-HR | 8/14/2024 | 000176458124000005 |
| Q1 2024 | 78 | 291,138 | VNLA, SGOV, PULS, CAT | 13F-HR | 5/3/2024 | 000197325924000003 |
| Q4 2023 | 62 | 269,878 | IVV, AAPL, SGOV, AGG | 13F-HR | 1/23/2024 | 000197325924000001 |
| Q3 2023 | 369 | 248,706 | IVV, AAPL, AMZN, STIP | 13F-HR | 11/6/2023 | 000197325923000006 |
| Q2 2023 | 275 | 230,567 | SGOV, AAPL, AMZN, MCHP | 13F-HR | 11/6/2023 | 000197325923000005 |
| Q1 2023 | 200 | 205,009 | SGOV, AAPL, AMZN, MSFT | 13F-HR | 11/6/2023 | 000197325923000004 |
| Q3 2022 | 57 | 213,818 | IVV, AAPL, STIP, AMZN | 13F-HR | 10/30/2023 | 000197325923000002 |