| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 91 | 190,020 | IVV, SCHD, VIOO, VO | 13F-HR | 11/13/2024 | 000202232824000002 |
| Q2 2024 | 83 | 169,884 | IVV, SCHD, VIOO, VO | 13F-HR | 8/15/2024 | 000202232824000001 |
| Q1 2024 | 84 | 160,163 | IVV, VIOO, SCHD, VO | 13F-HR | 5/8/2024 | 000117266124002086 |
| Q4 2023 | 78 | 148,474 | IVV, SCHD, VIOO, TSLA | 13F-HR | 5/8/2024 | 000117266124002085 |