| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 86 | 121,568 | VOO, VUG, SPIB, FTSM | 13F-HR | 5/13/2025 | 000176538025000224 |
| Q4 2024 | 33 | 24,048 | FTSM, AFLG, VOO, QQQ | 13F-HR | 2/6/2025 | 000176538025000049 |
| Q3 2024 | 83 | 122,341 | VOO, VUG, JQUA, BOXX | 13F-HR | 11/12/2024 | 000176538024000440 |
| Q2 2024 | 76 | 113,720 | VOO, VUG, JQUA, VTI | 13F-HR | 8/5/2024 | 000176538024000279 |