| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 74 | 227,006 | IVV, VOO, PULS, XLF | 13F-HR | 10/31/2024 | 000117266124004429 |
| Q2 2024 | 68 | 204,820 | IVV, DFLV, VOO, DFIV | 13F-HR | 7/25/2024 | 000117266124002902 |
| Q1 2024 | 68 | 197,580 | IVV, DFLV, DFIV, XLF | 13F-HR | 5/10/2024 | 000117266124002143 |
| Q4 2023 | 62 | 179,986 | IVV, DFLV, DFIV, DFAT | 13F-HR | 2/13/2024 | 000117266124000869 |
| Q3 2023 | 62 | 175,398 | IVV, DFLV, SCHD, DFIV | 13F-HR | 11/14/2023 | 000117266123003965 |