| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 84 | 126,431 | SCHD, SPLG, SPY, QQQ | 13F-HR | 1/21/2025 | 000204031725000001 |
| Q3 2024 | 83 | 126,722 | SCHD, SPLG, SPY, IEFA | 13F-HR | 10/23/2024 | 000204031724000002 |
| Q2 2024 | 79 | 108,684 | SCHD, SPY, QQQ, SPLG | 13F-HR | 10/23/2024 | 000204031724000001 |