| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 91 | 157,384 | SGOV, AGG, IVV, VOO | 13F-HR | 2/20/2025 | 000108514625001756 |
| Q3 2024 | 82 | 139,294 | SGOV, AGG, IVV, VOO | 13F-HR | 11/7/2024 | 000108514624005423 |
| Q1 2024 | 1 | 0 | RESTATEMENT | 2/20/2025 | 000108514625001757 |