| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 64 | 488,642 | IVV, VOO, CGDV, SCHG | 13F-HR | 10/30/2024 | 000199231624000007 |
| Q2 2024 | 61 | 447,406 | IVV, VOO, CGDV, SCHG | 13F-HR | 7/29/2024 | 000199231624000004 |
| Q1 2024 | 63 | 428,603 | IVV, VOO, SCHG, SCHD | RESTATEMENT | 4/24/2024 | 000199231624000003 |
| Q4 2023 | 56 | 380,230 | IVV, VOO, SCHD, SCHG | 13F-HR | 1/19/2024 | 000199231624000001 |
| Q3 2023 | 52 | 337,642 | IVV, SCHD, VOO, SCHG | 13F-HR | 10/16/2023 | 000199231623000004 |
| Q2 2023 | 52 | 335,834 | IVV, SCHD, VOO, SCHG | 13F-HR | 9/11/2023 | 000199231623000003 |