| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 115 | 185,518 | VTI, SPYG, SCHX, SPY | 13F-HR | 5/1/2025 | 000201890925000003 |
| Q4 2024 | 121 | 193,528 | SPY, VTI, SPYG, EFG | 13F-HR | 2/3/2025 | 000201890925000001 |
| Q3 2024 | 113 | 183,649 | SPY, VTI, SPYG, EFG | 13F-HR | 11/12/2024 | 000201890924000008 |
| Q2 2024 | 112 | 169,591 | SPY, VTI, DFIV, MSFT | 13F-HR | 8/7/2024 | 000201890924000007 |
| Q1 2024 | 113 | 158,876 | SPY, VTI, VOOV, QEFA | 13F-HR | 4/12/2024 | 000201890924000002 |
| Q4 2023 | 102 | 137,447 | SPY, VOOV, VTI, QEFA | 13F-HR | 4/9/2024 | 000201890924000001 |
| Q3 2023 | 105 | 124,462 | SPY, VOOV, QEFA, VTI | 13F-HR | 4/12/2024 | 000201890924000006 |
| Q2 2023 | 101 | 125,703 | SPY, VOOV, QEFA, VTI | 13F-HR | 4/12/2024 | 000201890924000005 |
| Q1 2023 | 96 | 112,159 | SPY, VOOV, QEFA, VB | 13F-HR | 4/12/2024 | 000201890924000004 |
| Q4 2022 | 92 | 105,538 | SPY, VOOV, QEFA, VB | 13F-HR | 4/12/2024 | 000201890924000003 |