| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 47 | 154,821 | QQQ, IVV, IJH, IVE | 13F-HR | 4/22/2026 | 000121465926004946 |
| Q4 2025 | 47 | 154,821 | QQQ, IVV, IJH, IVE | 13F-HR | 4/22/2026 | 000121465926004945 |
| Q3 2025 | 43 | 149,593 | QQQ, IVV, IJH, IVE | 13F-HR | 4/22/2026 | 000121465926004944 |
| Q2 2025 | 39 | 131,462 | QQQ, IVV, IJH, IVE | 13F-HR | 4/22/2026 | 000121465926004943 |
| Q1 2025 | 39 | 107,801 | QQQ, IVV, IJH, DGRO | 13F-HR | 4/22/2026 | 000121465926004942 |
| Q4 2024 | 39 | 108,800 | QQQ, IVV, IJH, DGRO | 13F-HR | 4/22/2026 | 000121465926004941 |
| Q3 2024 | 40 | 107,567 | QQQ, IVV, IJH, DGRO | 13F-HR | 4/22/2026 | 000121465926004940 |
| Q2 2023 | 39 | 81,420 | QQQ, IVV, IJH, DGRO | 13F-HR | 4/22/2026 | 000121465926004939 |
| Q1 2023 | 38 | 76,328 | QQQ, IVV, IJH, DGRO | 13F-HR | 4/22/2026 | 000121465926004938 |
| Q3 2022 | 38 | 66,822 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004937 |
| Q2 2022 | 40 | 69,075 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004936 |
| Q1 2022 | 40 | 78,129 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004935 |
| Q4 2021 | 41 | 82,671 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004932 |
| Q3 2021 | 39 | 74,813 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004930 |
| Q2 2021 | 39 | 76,333 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004928 |
| Q1 2021 | 39 | 71,557 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004926 |
| Q4 2020 | 37 | 66,108 | QQQ, IVV, IJH, IJR | 13F-HR | 4/22/2026 | 000121465926004924 |
| Q3 2020 | 37 | 57,696 | QQQ, IVV, IJH, SPY | 13F-HR | 4/22/2026 | 000121465926004923 |
| Q2 2020 | 36 | 50,670 | QQQ, IVV, IJH, SPY | 13F-HR | 4/22/2026 | 000121465926004922 |
| Q1 2020 | 33 | 40,078 | QQQ, IVV, IJH, SPY | 13F-HR | 4/22/2026 | 000121465926004919 |
| Q4 2019 | 34 | 43,602 | QQQ, IVV, DIA, SPY | 13F-HR | 4/22/2026 | 000121465926004917 |
| Q3 2019 | 34 | 40,115 | QQQ, IVV, DIA, SPY | 13F-HR | 4/22/2026 | 000121465926004914 |