| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 113 | 153,362 | IVV, QQEW, DLN, SPTI | 13F-HR | 7/31/2023 | 000195175723000444 |
| Q1 2023 | 107 | 144,662 | IVV, BSV, IUSB, IWY | 13F-HR | 4/10/2023 | 000195175723000137 |
| Q4 2022 | 92 | 150,822 | IVV, ESGU, SPYG, IUSB | 13F-HR | 1/19/2023 | 000195175723000025 |
| Q3 2022 | 100 | 142,646 | IVV, BSV, IUSB, ESGU | 13F-HR | 10/17/2022 | 000192804122000004 |
| Q2 2022 | 95 | 152,893 | IVV, ESGU, SPYG, IUSB | 13F-HR | 7/11/2022 | 000192804122000003 |
| Q1 2022 | 103 | 157,262 | IVV, FNDX, ESGU, IUSB | 13F-HR | 5/11/2022 | 000192804122000002 |
| Q4 2021 | 92 | 157,189 | IVV, ESGU, SPYG, IUSB | 13F-HR | 5/11/2022 | 000192804122000001 |