Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 63 | 113,392 | IVV, IEFA, SPY, XLI | 13F-HR | 10/7/2024 | 000108514624004683 |
Q2 2024 | 60 | 107,928 | IVV, IEFA, SPY, XLI | 13F-HR | 8/12/2024 | 000108514624003703 |
Q1 2024 | 62 | 108,491 | IVV, IEFA, SPY, XLE | 13F-HR | 5/8/2024 | 000122107324000041 |
Q4 2023 | 59 | 98,050 | IVV, IEFA, SPY, XLE | 13F-HR | 5/6/2024 | 000122107324000037 |