| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 170 | 345,296 | VB, VTI, SPYV, CGCP | 13F-HR | 10/18/2024 | 000201689924000004 |
| Q2 2024 | 160 | 283,664 | VB, VTI, CGCP, SPYV | 13F-HR | 7/16/2024 | 000201689924000003 |
| Q1 2024 | 153 | 247,832 | VB, VTI, SCHX, CGCP | 13F-HR | 5/3/2024 | 000201689924000002 |
| Q4 2023 | 63 | 150,251 | VB, VTI, CGCP, SCHX | 13F-HR | 4/2/2024 | 000201689924000001 |