| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 53 | 130,371 | VOO, AVUV, SCHF, AVEM | 13F-HR | 4/25/2025 | 000203269825000003 |
| Q4 2024 | 47 | 117,837 | AMERICAN CENTY ETF TR, VOO, SCHF, VXF | 13F-HR | 2/11/2025 | 000203269825000002 |
| Q3 2024 | 48 | 115,851 | VOO, SCHF, AVEM, AVUV | 13F-HR | 10/25/2024 | 000203269824000002 |
| Q2 2024 | 48 | 104,160 | VOO, SCHF, AVEM, AVUV | 13F-HR | 8/9/2024 | 000203269824000001 |