| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 760 | 219,949 | SGOV, VOO, AAPL, NUBD | 13F-HR | 10/30/2025 | 000200032425004144 |
| Q2 2025 | 114 | 175,395 | SGOV, VSGX, VOO, ESGV | 13F-HR | 7/11/2025 | 000108514625003762 |
| Q1 2025 | 98 | 149,765 | SGOV, ESGV, EAGG, VOO | 13F-HR | 4/24/2025 | 000108514625002330 |
| 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 |