| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 242 | 347,086 | SDY, VEA, SCHG, IVV | 13F-HR | 7/23/2025 | 000142050625001568 |
| Q1 2025 | 231 | 323,363 | SDY, AAPL, VEA, IVV | 13F-HR | 5/12/2025 | 000142050625000992 |
| Q4 2024 | 226 | 317,617 | AAPL, SDY, IVV, JPM | 13F-HR | 2/13/2025 | 000142050625000392 |
| Q3 2024 | 227 | 327,004 | AAPL, SDY, VEA, IVV | 13F-HR | 2/13/2025 | 000142050625000421 |
| Q2 2024 | 222 | 299,271 | AAPL, GDX, IVV, VEA | 13F-HR | 2/13/2025 | 000142050625000419 |
| Q1 2024 | 214 | 284,641 | GDX, IVV, VEA, SDY | 13F-HR | 2/13/2025 | 000142050625000417 |
| Q4 2023 | 213 | 267,650 | GDX, AAPL, VEA, IVV | 13F-HR | 2/13/2025 | 000142050625000415 |
| Q3 2023 | 215 | 254,942 | IVV, GDX, AAPL, VEA | 13F-HR | 2/13/2025 | 000142050625000413 |
| Q2 2023 | 213 | 272,890 | IVV, AAPL, GDX, VEA | 13F-HR | 2/13/2025 | 000142050625000411 |
| Q1 2023 | 199 | 234,099 | GDX, IVV, VEA, AAPL | 13F-HR | 2/13/2025 | 000142050625000409 |
| Q4 2022 | 194 | 221,333 | IVV, GDX, VEA, AAPL | 13F-HR | 2/13/2025 | 000142050625000407 |
| Q3 2022 | 189 | 203,033 | AAPL, IVV, VEA, GDX | 13F-HR | 2/13/2025 | 000142050625000405 |
| Q2 2022 | 191 | 215,227 | AAPL, VEA, GDX, IVV | 13F-HR | 2/13/2025 | 000142050625000402 |
| Q1 2022 | 198 | 242,281 | AAPL, IVV, VEA, VUG | 13F-HR | 2/13/2025 | 000142050625000400 |
| Q4 2021 | 179 | 223,309 | AAPL, IVV, VEA, VUG | 13F-HR | 2/13/2025 | 000142050625000398 |