| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 572 | 129,349 | SCHG, CAPE, QQQ, SCHB | 13F-HR | 11/12/2024 | 000201047424000005 |
| Q2 2024 | 569 | 121,762 | SCHG, CAPE, QQQ, SCHB | 13F-HR | 8/14/2024 | 000201047424000004 |
| Q1 2024 | 577 | 121,603 | SCHG, CAPE, QQQ, SCHB | 13F-HR | 5/15/2024 | 000201047424000003 |
| Q4 2023 | 555 | 113,184 | SCHG, CAPE, USFR, QQQ | 13F-HR | 5/15/2024 | 000201047424000002 |