| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 251 | 166,064 | SPY, IVV, VUG, VYM | 13F-HR | 11/5/2026 | 000204206826000008 |
| Q2 2026 | 86 | 160,922 | IVV, SPY, VUG, VYM | 13F-HR | 8/10/2026 | 000204206826000007 |
| Q1 2026 | 84 | 144,962 | IVV, SPY, VUG, VYM | 13F-HR | 5/7/2026 | 000204206826000002 |
| Q4 2025 | 240 | 156,177 | IVV, SPY, VUG, IWF | 13F-HR | 2/9/2026 | 000204206826000001 |
| Q3 2025 | 79 | 146,526 | IVV, SPY, VUG, IWF | 13F-HR | 11/6/2025 | 000204206825000006 |
| Q2 2025 | 79 | 140,941 | IVV, SPY, VUG, VYM | 13F-HR | 8/5/2025 | 000204206825000003 |
| Q1 2025 | 79 | 127,301 | SPY, IVV, VUG, VYM | 13F-HR | 4/25/2025 | 000204206825000002 |
| Q4 2024 | 245 | 136,522 | SPY, IVV, VUG, VYM | 13F-HR | 1/29/2025 | 000204206825000001 |
| Q3 2024 | 242 | 136,908 | SPY, IVV, VUG, VYM | 13F-HR | 11/7/2024 | 000204206824000001 |
| Q2 2024 | 224 | 119,229 | SPY, IVV, VUG, VYM | 13F-HR | 11/8/2024 | 000204206824000002 |
| Q1 2024 | 241 | 113,928 | SPY, IVV, VUG, VYM | 13F-HR | 11/12/2024 | 000204206824000003 |
| Q4 2023 | 245 | 102,787 | SPY, VUG, IVV, VYM | 13F-HR | 11/12/2024 | 000204206824000004 |