| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 78 | 164,214 | VTI, PGIM ROCK ETF TR, SCHB, KJAN | 13F-HR | 5/13/2025 | 000205651925000002 |
| Q4 2024 | 72 | 159,768 | VTI, SCHB, KJAN, PGIM ROCK ETF TR | 13F-HR | 2/14/2025 | 000201117725000001 |
| Q3 2024 | 67 | 152,267 | VTI, SPXT, KJAN, IJAN | 13F-HR | 11/12/2024 | 000201117724000005 |
| Q2 2024 | 71 | 141,744 | VTI, SPXT, KJAN, IJAN | 13F-HR | 8/15/2024 | 000201117724000003 |
| Q1 2024 | 73 | 141,599 | VTI, SPXT, KJAN, IJAN | 13F-HR | 5/13/2024 | 000196579624000002 |
| Q4 2023 | 434 | 140,203 | VTI, SPXT, KJAN, IJAN | 13F-HR | 2/14/2024 | 000201117724000001 |