| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 16 | 571,202 | IVV, SPY, AAPL, RTX | 13F-HR | 10/28/2024 | 000201175124000025 |
| Q2 2024 | 17 | 453,534 | SPY, GLD, XLK, AAPL | 13F-HR | 8/7/2024 | 000201175124000019 |
| Q1 2024 | 19 | 431,684 | SPY, GLD, XLK, TLT | 13F-HR | 5/13/2024 | 000201175124000017 |
| Q4 2023 | 14 | 281,523 | SPY, ACWI, AAPL, RTX | 13F-HR | 2/14/2024 | 000201175124000002 |
| Q3 2023 | 13 | 357,785 | SPY, IJH, IWM, ACWI | 13F-HR | 3/11/2024 | 000201175124000011 |
| Q2 2023 | 14 | 321,855 | SPY, ACWI, IJH, IWM | 13F-HR | 3/11/2024 | 000201175124000010 |
| Q1 2023 | 12 | 280,663 | SPY, ACWI, IWM, IJH | 13F-HR | 3/11/2024 | 000201175124000009 |
| Q4 2022 | 11 | 297,961 | SPY, IJH, ACWI, IWM | 13F-HR | 3/11/2024 | 000201175124000008 |