| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 145 | 193,514 | VGIT, CLOI, FLTR, MBSF | 13F-HR | 7/10/2025 | 000194104025000345 |
| Q1 2025 | 138 | 175,662 | VGIT, FLTR, CLOI, MBSF | 13F-HR | 4/24/2025 | 000194104025000232 |
| Q4 2024 | 121 | 100,257 | AAPL, AVGO, VUSB, VGSH | 13F-HR | 3/18/2025 | 000152068325000001 |
| Q3 2024 | 121 | 101,223 | AAPL, VUSB, VGSH, VGIT | 13F-HR | 10/23/2024 | 000152068324000002 |