| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 4,021 | 2,666,032 | IVV, VOO, NVDA, AAPL | 13F-HR | 10/28/2024 | 000199282524000007 |
| Q2 2024 | 3,834 | 2,063,615 | IVV, VOO, NVDA, AAPL | 13F-HR | 7/31/2024 | 000199282524000006 |
| Q1 2024 | 3,596 | 1,643,817 | IVV, VOO, NVDA, IUSB | 13F-HR | 5/13/2024 | 000199282524000002 |
| Q4 2023 | 3,562 | 1,390,002 | IVV, VOO, AAPL, FFIU | 13F-HR | 2/14/2024 | 000199282524000001 |
| Q3 2023 | 2,628 | 636,931 | IVV, FFIU, IUSB, AAPL | 13F-HR | 11/13/2023 | 000199282523000004 |
| Q2 2023 | 2,511 | 457,701 | IVV, FFIU, IUSB, AAPL | RESTATEMENT | 5/13/2024 | 000199282524000004 |
| Q1 2023 | 2,364 | 341,826 | IVV, VCIT, BRK-B, IUSB | RESTATEMENT | 5/13/2024 | 000199282524000003 |
| Q4 2022 | 2,202 | 258,113 | IVV, VCIT, ESGU, CVX | 13F-HR | 9/11/2023 | 000199282523000001 |