| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 718 | 157,382 | VUG, VTV, SPLG, AAPL | 13F-HR | 10/24/2024 | 000201230324000006 |
| Q2 2024 | 702 | 138,866 | SPLG, VTV, VUG, AAPL | 13F-HR | 8/12/2024 | 000201230324000003 |
| Q1 2024 | 819 | 141,898 | SPLG, VTV, VUG, AAPL | 13F-HR | 5/3/2024 | 000201230324000002 |
| Q4 2023 | 377 | 114,150 | SPLG, AAPL, VTV, SPDW | 13F-HR | 3/4/2024 | 000201230324000001 |