| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 66 | 132,416 | VTV, GSLC, VUG, QQQ | 13F-HR | 1/14/2025 | 000204485125000001 |
| Q3 2024 | 69 | 130,637 | VTV, GSLC, VUG, VBR | 13F-HR | 11/15/2024 | 000204485124000001 |
| Q2 2024 | 65 | 122,278 | VTV, GSLC, VUG, QQQ | 13F-HR | 12/9/2024 | 000204485124000002 |
| Q1 2024 | 82 | 121,467 | VTV, GSLC, VUG, VBR | 13F-HR | 1/14/2025 | 000204485125000002 |
| Q4 2023 | 79 | 111,153 | VTV, GSLC, VUG, VBR | 13F-HR | 1/14/2025 | 000204485125000003 |