| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 119 | 279,291 | BIV, KOMP, QQQ, RPV | 13F-HR | 10/17/2024 | 000176538024000390 |
| Q2 2024 | 119 | 252,072 | QQQ, BIV, KOMP, RPV | 13F-HR | 7/11/2024 | 000176538024000236 |
| Q1 2024 | 126 | 259,720 | BIV, KOMP, QQQ, RPV | 13F-HR | 4/3/2024 | 000176538024000163 |
| Q4 2023 | 150 | 235,364 | SCHG, SCHD, IJH, AAPL | RESTATEMENT | 2/13/2024 | 000176538024000093 |
| Q3 2023 | 141 | 212,403 | SCHG, SCHD, IJH, IGLB | 13F-HR | 11/13/2023 | 000176538023000229 |