| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 899 | 3,562,681 | VTV, MSFT, AAPL, VUG | 13F-HR | 8/13/2025 | 000147504525000006 |
| Q1 2025 | 858 | 3,160,778 | AAPL, VTV, VUG, MSFT | 13F-HR | 5/9/2025 | 000147504525000004 |
| Q4 2024 | 829 | 3,074,131 | AAPL, VTV, MSFT, TACK | 13F-HR | 2/14/2025 | 000147504525000001 |