| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 179 | 274,271 | IEFA, SCHG, PG, SCHV | 13F-HR | 2/11/2025 | 000107490225000001 |
| Q3 2024 | 182 | 282,344 | IEFA, PG, SCHG, SCHV | 13F-HR | 11/12/2024 | 000107490224000134 |
| Q2 2024 | 173 | 267,697 | IEFA, SCHG, PG, SCHV | 13F-HR | 8/14/2024 | 000107490224000107 |
| Q1 2024 | 180 | 276,418 | IEFA, PG, SCHG, SCHV | 13F-HR | 5/10/2024 | 000107490224000077 |
| Q4 2023 | 174 | 254,335 | IEFA, PG, SCHG, SCHV | 13F-HR | 2/12/2024 | 000107490224000018 |
| Q3 2023 | 164 | 226,049 | IEFA, SCHG, PG, SCHV | 13F-HR | 11/13/2023 | 000107490223000101 |
| Q2 2023 | 174 | 234,457 | IEFA, SCHG, MSFT, SCHV | 13F-HR | 8/14/2023 | 000107490223000087 |
| Q1 2023 | 172 | 221,064 | IEFA, SCHG, PG, LCNB | 13F-HR | 5/3/2023 | 000107490223000056 |
| Q4 2022 | 172 | 215,375 | IEFA, LCNB, PG, SCHV | 13F-HR | 2/10/2023 | 000107490223000037 |
| Q3 2022 | 163 | 184,028 | IEFA, LCNB, PG, MSFT | 13F-HR | 11/14/2022 | 000107490222000125 |
| Q2 2022 | 159 | 192,911 | IEFA, PG, MSFT, LCNB | 13F-HR | 8/11/2022 | 000107490222000108 |
| Q1 2022 | 165 | 212,819 | IEFA, LCNB, MSFT, PG | 13F-HR | 5/13/2022 | 000107490222000089 |
| Q4 2021 | 156 | 218,790 | IEFA, LCNB, MSFT, PG | 13F-HR | 2/14/2022 | 000107490222000015 |
| Q3 2021 | 157 | 198,064 | IEFA, LCNB, MSFT, PG | 13F-HR | 11/12/2021 | 000107490221000094 |
| Q2 2021 | 158 | 198,755 | IEFA, LCNB, MSFT, PG | 13F-HR | 8/13/2021 | 000107490221000081 |
| Q1 2021 | 154 | 183,460 | IEFA, LCNB, PG, MSFT | 13F-HR | 5/13/2021 | 000107490221000062 |
| Q4 2020 | 150 | 176,485 | IEFA, PG, LCNB, MSFT | 13F-HR | 2/12/2021 | 000107490221000009 |
| Q3 2020 | 138 | 152,983 | IEFA, PG, LCNB, MSFT | 13F-HR | 11/12/2020 | 000107490220000101 |
| Q2 2020 | 142 | 148,035 | IEFA, LCNB, PG, MSFT | 13F-HR | 8/12/2020 | 000107490220000075 |
| Q1 2020 | 128 | 128,082 | IEFA, PG, LCNB, MSFT | 13F-HR | 5/11/2020 | 000107490220000055 |
| Q4 2019 | 148 | 163,845 | IEFA, LCNB, PG, MSFT | 13F-HR | 2/10/2020 | 000107490220000006 |
| Q3 2019 | 145 | 156,074 | IEFA, LCNB, PG, MSFT | 13F-HR | 11/8/2019 | 000107490219000092 |
| Q2 2019 | 139 | 142,444 | LCNB, IEFA, PG, IEMG | 13F-HR | 8/1/2019 | 000107490219000064 |
| Q1 2019 | 134 | 138,178 | LCNB, IEFA, PG, IEMG | 13F-HR | 5/2/2019 | 000107490219000036 |
| Q4 2018 | 133 | 121,179 | LCNB, IEFA, PG, IEMG | 13F-HR | 2/19/2019 | 000107490219000011 |
| Q3 2018 | 146 | 141,540 | LCNB, IEFA, PG, IEMG | 13F-HR | 11/9/2018 | 000107490218000050 |
| Q2 2018 | 114 | 110,754 | LCNB, IEFA, PG, IEMG | 13F-HR | 8/13/2018 | 000107490218000038 |
| Q1 2018 | 121 | 111,178 | LCNB, IEFA, PG, IEMG | 13F-HR | 5/15/2018 | 000107490218000023 |
| Q4 2017 | 122 | 113,554 | LCNB, PG, IEFA, CINF | 13F-HR | 2/13/2018 | 000107490218000004 |
| Q3 2017 | 114 | 106,526 | LCNB, PG, IEFA, CINF | 13F-HR | 11/13/2017 | 000107490217000047 |
| Q2 2017 | 112 | 102,296 | LCNB, PG, IEFA, CINF | 13F-HR | 8/14/2017 | 000107490217000038 |
| Q1 2017 | 113 | 104,572 | LCNB, PG, IEFA, CINF | 13F-HR | 5/12/2017 | 000107490217000026 |
| Q4 2016 | 110 | 101,208 | LCNB, PG, CINF, IEFA | 13F-HR | 2/14/2017 | 000107490217000006 |