| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 51 | 120,628 | VOO, IVV, DFUS, PULS | 13F-HR | 7/22/2025 | 000166773125000918 |
| Q1 2025 | 50 | 108,526 | VOO, DFUS, IVV, DGRO | 13F-HR | 4/25/2025 | 000166773125000527 |
| Q4 2024 | 52 | 110,552 | VOO, DFUS, IVV, DGRO | 13F-HR | 4/24/2025 | 000166773125000520 |