| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 24 | 188,428 | VOO, QQQM, VTI, VUG | 13F-HR | 10/21/2026 | 000195175726001752 |
| Q2 2026 | 23 | 178,571 | QQQM, VOO, VTI, VUG | 13F-HR | 7/14/2026 | 000195175726001010 |
| Q1 2026 | 22 | 139,402 | VOO, QQQM, VUG, VTI | 13F-HR | 4/22/2026 | 000195175726000692 |
| Q4 2025 | 21 | 145,856 | VOO, VUG, VTI, QQQM | 13F-HR | 1/26/2026 | 000195175726000306 |
| Q3 2025 | 16 | 133,189 | VUG, VOO, VTI, QQQM | 13F-HR | 10/29/2025 | 000195175725001226 |
| Q2 2025 | 16 | 115,612 | VUG, VOO, VTI, VGT | 13F-HR | 7/18/2025 | 000195175725000890 |
| Q1 2025 | 14 | 96,605 | VUG, VOO, VTI, VGT | 13F-HR | 4/21/2025 | 000195175725000385 |
| Q4 2024 | 11 | 127,604 | VUG, VOO, VTI, VGT | 13F-HR | 1/17/2025 | 000195175725000074 |