| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 29 | 116,171 | DUHP, SPMO, QQQ, FVAL | 13F-HR | 10/24/2024 | 000117266124004343 |
| Q2 2024 | 23 | 102,554 | DUHP, QQQ, VO, BUFQ | 13F-HR | 8/13/2024 | 000117266124003330 |
| Q1 2024 | 22 | 114,340 | DUHP, BUFQ, VO, DIHP | 13F-HR | 5/14/2024 | 000117266124002263 |
| Q4 2023 | 23 | 132,257 | RFV, BLV, DUHP, QQQ | 13F-HR | 2/12/2024 | 000117266124000709 |
| Q3 2023 | 30 | 98,506 | BNDX, BIV, RFV, BLV | 13F-HR | 11/9/2023 | 000117266123003707 |
| Q2 2023 | 31 | 109,070 | BNDX, BIV, RFV, BLV | 13F-HR | 8/7/2023 | 000117266123002766 |