| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 140 | 177,529 | JPST, IVV, SCHD, QQQ | 13F-HR | 10/20/2025 | 000203262925000009 |
| Q2 2025 | 127 | 154,542 | JPST, SCHD, IVV, DGRO | 13F-HR | 7/15/2025 | 000203262925000005 |
| Q1 2025 | 121 | 142,522 | SCHD, JPST, IVV, IJR | 13F-HR | 4/25/2025 | 000203262925000004 |
| Q4 2024 | 119 | 144,791 | SCHD, JPST, IVV, IJR | 13F-HR | 1/15/2025 | 000203262925000003 |
| Q3 2024 | 126 | 149,728 | SCHD, JPST, IVV, IJR | 13F-HR | 10/15/2024 | 000203262924000002 |
| Q2 2024 | 120 | 138,021 | JPST, SCHD, IVV, IJR | 13F-HR | 8/13/2024 | 000108514624003790 |
| Q1 2024 | 121 | 133,951 | SCHD, JPST, IVV, IJR | 13F-HR | 8/13/2024 | 000108514624003789 |
| Q4 2023 | 114 | 127,217 | JPST, SCHD, IVV, IJR | 13F-HR | 8/13/2024 | 000108514624003788 |
| Q3 2023 | 94 | 107,374 | JPST, SCHD, IVV, IJR | 13F-HR | 8/13/2024 | 000108514624003787 |
| Q2 2023 | 100 | 110,827 | JPST, SCHD, IVV, IJR | 13F-HR | 8/13/2024 | 000108514624003786 |
| Q1 2023 | 96 | 102,909 | JPST, SCHD, IJR, IVV | 13F-HR | 8/13/2024 | 000108514624003785 |
| Q4 2022 | 89 | 94,965 | JPST, SCHD, IJR, IVV | 13F-HR | 8/13/2024 | 000108514624003784 |
| Q3 2022 | 84 | 86,047 | JPST, SCHD, IJR, IVV | 13F-HR | 8/13/2024 | 000108514624003783 |
| Q2 2022 | 88 | 88,870 | JPST, SCHD, IJR, IVV | 13F-HR | 8/13/2024 | 000108514624003782 |
| Q1 2022 | 90 | 96,409 | JPST, IJR, SCHD, IVV | 13F-HR | 8/13/2024 | 000108514624003781 |
| Q4 2021 | 99 | 107,114 | IJR, IVV, IJH, JPST | 13F-HR | 8/13/2024 | 000108514624003780 |