| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 486 | 954,351 | IVV, USEP, MSFT, AAPL | 13F-HR | 7/9/2025 | 000205147125000004 |
| Q1 2025 | 455 | 770,404 | IVV, IUSB, USEP, AAPL | 13F-HR | 4/24/2025 | 000205147125000003 |
| Q4 2024 | 408 | 701,601 | IVV, USEP, IUSB, NVDA | 13F-HR | 1/29/2025 | 000205147125000001 |