| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 60 | 160,181 | IVV, AVIV, JHML, IEF | 13F-HR | 10/22/2024 | 000200796024000005 |
| Q2 2024 | 53 | 145,142 | IVV, AVIV, JHML, IEF | 13F-HR | 8/9/2024 | 000200796024000004 |
| Q1 2024 | 57 | 140,106 | IUSV, AVIV, JHML, HDV | 13F-HR | 4/30/2024 | 000200796024000002 |
| Q4 2023 | 51 | 117,967 | IUSV, AMERICAN CENTY ETF TR, JHML, HDV | 13F-HR | 1/22/2024 | 000200796024000001 |