| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 140 | 369,962 | SCHB, SPY, VOO, GIS | 13F-HR | 10/22/2025 | 000200885125000002 |
| Q2 2025 | 116 | 315,748 | SCHB, VOO, SPY, GIS | 13F-HR | 7/23/2025 | 000108514625004085 |
| Q1 2025 | 129 | 441,601 | SCHB, SPY, VOO, QQQ | 13F-HR | 4/29/2025 | 000108514625002468 |
| Q4 2024 | 104 | 266,832 | SCHB, VOO, SPY, GIS | 13F-HR | 1/28/2025 | 000108514625000527 |
| Q3 2024 | 108 | 244,781 | SCHB, VOO, SPY, QQQ | 13F-HR | 10/23/2024 | 000108514624005097 |
| Q2 2024 | 77 | 165,185 | SPY, VOO, QQQ, SIVR | 13F-HR | 7/31/2024 | 000108514624003391 |
| Q1 2024 | 89 | 135,802 | VOO, QQQ, DIA, GIS | 13F-HR | 5/2/2024 | 000108514624002200 |
| Q4 2023 | 83 | 169,842 | SCHB, SPY, VOO, QQQ | 13F-HR | 1/24/2024 | 000108514624000454 |