| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 354 | 916,325 | IVV, RSP, IWD, ACIO | 13F-HR | 11/14/2024 | 000110465924118460 |
| Q2 2024 | 347 | 833,323 | IVV, SPYG, BSV, IWD | 13F-HR | 8/12/2024 | 000110465924088098 |
| Q1 2024 | 361 | 782,788 | IVV, IWD, QUAL, ACIO | 13F-HR | 5/13/2024 | 000110465924060772 |
| Q4 2023 | 371 | 617,835 | IVV, ACIO, AOA, QUAL | 13F-HR | 2/13/2024 | 000110465924019833 |
| Q3 2023 | 181 | 340,750 | IVV, ACIO, AOA, BSV | 13F-HR | 11/14/2023 | 000110465923117835 |
| Q2 2023 | 206 | 338,773 | AOA, IVV, AGG, BSV | 13F-HR | 8/11/2023 | 000110465923090313 |
| Q1 2023 | 200 | 323,380 | BSV, BIL, DRSK, ACIO | 13F-HR | 5/15/2023 | 000110465923060809 |
| Q1 2020 | 154 | 140,854 | DRSK, ADME, ACIO, SPAB | 13F-HR | 6/1/2020 | 000110465920068235 |