| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 122 | 342,542 | RSP, IVV, IJR, ARLP | 13F-HR | 5/15/2025 | 000142050625001248 |
| Q4 2024 | 129 | 271,121 | IVV, ARLP, IJR, IJH | NEW HOLDINGS | 5/16/2025 | 000142050625001324 |
| Q4 2024 | 123 | 269,807 | IVV, ARLP, IJR, IJH | 13F-HR | 2/10/2025 | 000142050625000248 |
| Q3 2024 | 227 | 402,949 | IVV, IJR, ARLP, IJH | 13F-HR | 11/6/2024 | 000142050624002239 |
| Q2 2024 | 115 | 463,885 | IVV, IJR, RSP, VOO | 13F-HR | 8/12/2024 | 000142050624001359 |
| Q1 2024 | 131 | 289,144 | IVV, RSP, IJR, ARLP | RESTATEMENT | 8/26/2024 | 000142050624001738 |