| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 60 | 179,498 | VOO, RSP, QQQ, SCHB | 13F-HR | 10/30/2025 | 000175496025000727 |
| Q2 2025 | 58 | 155,974 | VOO, RSP, QQQ, AMZN | 13F-HR | 7/21/2025 | 000175496025000458 |
| Q1 2025 | 54 | 129,911 | VOO, RSP, AMZN, QQQ | 13F-HR | 4/22/2025 | 000166773125000493 |
| Q4 2024 | 54 | 108,535 | RSP, VOO, QQQ, SCHB | 13F-HR | 2/14/2025 | 000166773125000280 |