| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 36 | 88,081 | IVV, QQQ, VYM, GLD | 13F-HR | 11/13/2025 | 000198615225000107 |
| Q2 2025 | 27 | 77,471 | IVV, VYM, QQQ, GLD | 13F-HR | 7/15/2025 | 000166773125000807 |
| Q1 2025 | 27 | 73,631 | IVV, VYM, QQQ, XLV | 13F-HR | 4/24/2025 | 000166773125000505 |
| Q4 2024 | 30 | 67,564 | IVV, VYM, QQQ, XLV | 13F-HR | 2/12/2025 | 000166773125000241 |