| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| 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 |