| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 66 | 146,737 | IVV, DFAI, BIL, VOE | 13F-HR | 10/6/2025 | 000205258825000006 |
| Q2 2025 | 67 | 133,914 | IVV, DFAI, RSP, QQQ | 13F-HR | 7/14/2025 | 000205258825000004 |
| Q1 2025 | 65 | 119,109 | IVV, BIL, DFAI, RSP | 13F-HR | 4/4/2025 | 000205258825000003 |
| Q4 2024 | 62 | 112,191 | IVV, QQQ, EXPI, VOE | 13F-HR | 1/23/2025 | 000205258825000001 |