| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 349 | 249,424 | HELO, SCHD, IEFA, JMEE | 13F-HR | 10/15/2024 | 000199278524000006 |
| Q2 2024 | 353 | 230,377 | HELO, SCHD, IEFA, JMEE | 13F-HR | 7/17/2024 | 000199278524000004 |
| Q1 2024 | 360 | 190,982 | SCHD, HELO, IEFA, AVUV | 13F-HR | 4/22/2024 | 000199278524000003 |
| Q4 2023 | 373 | 218,195 | SCHD, J P MORGAN EXCHANGE TRADED F, IEFA, AVUV | 13F-HR | 1/12/2024 | 000199278524000001 |
| Q3 2023 | 338 | 143,018 | SCHD, IEFA, AVUV, MUB | 13F-HR | 10/24/2023 | 000199278523000002 |
| Q2 2023 | 359 | 153,825 | SCHD, IEFA, AVUV, IMTM | 13F-HR | 9/12/2023 | 000199278523000001 |