| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 69 | 291,850 | VOO, QQQ, IJH, IJR | 13F-HR | 10/3/2024 | 000199274824000005 |
| Q2 2024 | 64 | 271,845 | VOO, QQQ, IJH, IJR | 13F-HR | 7/8/2024 | 000199274824000003 |
| Q1 2024 | 66 | 263,884 | VOO, QQQ, IJH, IJR | 13F-HR | 4/8/2024 | 000199274824000002 |
| Q4 2023 | 59 | 226,561 | VOO, IJH, QQQ, IJR | 13F-HR | 1/19/2024 | 000199274824000001 |
| Q3 2023 | 54 | 205,519 | VOO, IJH, QQQ, IJR | 13F-HR | 10/26/2023 | 000199274823000008 |
| Q2 2023 | 53 | 196,986 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000007 |
| Q1 2023 | 57 | 175,683 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000006 |
| Q4 2022 | 56 | 162,589 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000005 |
| Q3 2022 | 51 | 140,457 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000004 |
| Q2 2022 | 55 | 143,910 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000003 |
| Q1 2022 | 60 | 146,134 | VOO, IJH, IJR, VTV | 13F-HR | 9/15/2023 | 000199274823000002 |
| Q4 2021 | 58 | 140,551 | VOO, IJH, IWF, IJR | 13F-HR | 9/15/2023 | 000199274823000001 |