Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 37 | 94,631 | SPLG, IVV, SPEM, SPDW | 13F-HR | 10/7/2024 | 000202171124000004 |
Q2 2024 | 45 | 85,563 | SPLG, IVV, SPEM, SPDW | 13F-HR | 7/8/2024 | 000202171124000003 |
Q1 2024 | 33 | 82,136 | SPLG, S&P 500 Index Fund - iShares, SPEM, SPDW | 13F-HR | 4/30/2024 | 000202171124000002 |
Q4 2023 | 30 | 73,845 | SPLG, IVV, SPEM, SPDW | 13F-HR | 4/30/2024 | 000202171124000001 |