| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 85 | 133,775 | VOO, BXSL, COWZ, JEPI | 13F-HR | 1/29/2025 | 000202307125000001 |
| Q3 2024 | 86 | 124,550 | VOO, BXSL, COWZ, JEPI | 13F-HR | 11/12/2024 | 000202307124000005 |
| Q2 2024 | 82 | 111,549 | VOO, BXSL, COWZ, MSFT | 13F-HR | 8/9/2024 | 000202307124000002 |
| Q1 2024 | 77 | 110,268 | VOO, BXSL, COWZ, GLD | 13F-HR | 5/14/2024 | 000202307124000001 |