| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 60 | 91,784 | QQQ, VCIT, IVV, PFF | 13F-HR | 10/20/2025 | 000203950125000013 |
| Q2 2025 | 63 | 79,710 | QQQ, VCIT, IVV, PFF | 13F-HR | 8/12/2025 | 000203950125000012 |
| Q1 2025 | 57 | 69,128 | QQQ, VCIT, PFF, IVV | 13F-HR | 5/1/2025 | 000203950125000011 |
| Q4 2024 | 57 | 70,140 | QQQ, VCIT, AAPL, ITOT | 13F-HR | 1/29/2025 | 000203950125000002 |