| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 578 | 230,797 | VTI, USMV, IVW, NVDA | 13F-HR | 10/24/2024 | 000088760224000006 |
| Q2 2024 | 594 | 220,952 | VTI, NVDA, USMV, IVW | 13F-HR | 7/25/2024 | 000088760224000005 |
| Q1 2024 | 614 | 211,279 | VTI, USMV, NVDA, IVW | 13F-HR | 4/17/2024 | 000088760224000004 |
| Q4 2023 | 616 | 184,677 | VTI, USMV, IVW, JKF | 13F-HR | 1/24/2024 | 000088760224000001 |
| Q3 2023 | 631 | 169,826 | VTI, USMV, IVW, JKF | 13F-HR | 10/23/2023 | 000088760223000007 |
| Q2 2023 | 613 | 172,466 | USMV, VTI, IVW, JKF | 13F-HR | 7/27/2023 | 000088760223000006 |
| Q1 2023 | 596 | 157,881 | USMV, VTI, IVW, JKF | 13F-HR | 5/11/2023 | 000088760223000003 |
| Q4 2022 | 590 | 151,392 | USMV, VTI, IVW, JKF | 13F-HR | 5/23/2023 | 000088760223000004 |
| Q3 2022 | 590 | 151,392 | USMV, VTI, IVW, JKF | 13F-HR | 6/13/2023 | 000088760223000005 |