| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 57 | 117,967 | 13F-HR | 11/13/2023 | 000175496023000339 | Resource Planning Group |
| Q2 2023 | 59 | 123,479 | 13F-HR | 7/28/2023 | 000175496023000228 | Resource Planning Group |
| Q1 2023 | 60 | 123,066 | 13F-HR | 5/11/2023 | 000175496023000162 | Resource Planning Group |
| Q4 2022 | 64 | 124,840 | 13F-HR | 1/30/2023 | 000175496023000052 | Resource Planning Group |
| Q3 2022 | 62 | 115,012 | 13F-HR | 11/3/2022 | 000175496022000293 | Resource Planning Group |
| Q2 2022 | 64 | 120,098 | 13F-HR | 8/1/2022 | 000175496022000206 | Resource Planning Group |
| Q1 2022 | 68 | 139,183 | 13F-HR | 4/19/2022 | 000175496022000101 | Resource Planning Group |
| Q4 2021 | 71 | 149,060 | 13F-HR | 1/11/2022 | 000175496022000007 | Resource Planning Group |
| Q3 2021 | 86 | 159,133 | 13F-HR | 10/12/2021 | 000175496021000186 | Resource Planning Group |
| Q2 2021 | 84 | 172,726 | 13F-HR | 8/13/2021 | 000175496021000163 | Resource Planning Group |
| Q1 2021 | 66 | 152,568 | 13F-HR | 4/14/2021 | 000175496021000060 | Resource Planning Group |
| Q4 2020 | 62 | 140,610 | 13F-HR | 2/3/2021 | 000175496021000030 | Resource Planning Group |
| Q3 2020 | 60 | 131,768 | 13F-HR | 11/12/2020 | 000175496020000082 | Resource Planning Group |
| Q2 2020 | 55 | 133,685 | 13F-HR | 9/28/2020 | 000175496020000060 | Resource Planning Group |
| Q1 2020 | 48 | 114,935 | 13F-HR | 4/14/2020 | 000175496020000022 | Resource Planning Group |
| Q4 2019 | 60 | 174,520 | 13F-HR | 1/30/2020 | 000175496020000011 | Resource Planning Group |
| Q3 2019 | 57 | 170,967 | 13F-HR | 10/23/2019 | 000175496019000034 | Resource Planning Group |
| Q2 2019 | 58 | 170,107 | 13F-HR | 7/18/2019 | 000175496019000021 | Resource Planning Group |
| Q1 2019 | 49 | 151,333 | 13F-HR | 5/16/2019 | 000175496019000015 | Resource Planning Group |
| Q4 2018 | 44 | 134,065 | 13F-HR | 1/29/2019 | 000175496019000004 | Resource Planning Group |
| Q3 2018 | 42 | 128,054 | 13F-HR | 11/5/2018 | 000175496018000005 | Resource Planning Group |