| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 184 | 126,435 | SHY, IVV, VLUE, AAPL | 13F-HR | 7/23/2024 | 000139834424012981 |
| Q1 2024 | 182 | 130,970 | SHY, IVV, VLUE, IJH | 13F-HR | 5/6/2024 | 000139834424008854 |
| Q4 2023 | 188 | 119,476 | SHY, IVV, VLUE, AAPL | 13F-HR | 1/30/2024 | 000139834424001361 |
| Q3 2023 | 191 | 123,480 | IVV, SHY, VLUE, ACWX | 13F-HR | 11/14/2023 | 000139834423020638 |