| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 94 | 445,786 | VOO, IVW, VO, SPYG | 13F-HR | 11/1/2024 | 000176476624000007 |
| Q2 2024 | 95 | 416,420 | VOO, IVW, VO, SPYG | 13F-HR | 8/8/2024 | 000176476624000004 |
| Q1 2024 | 94 | 402,576 | VOO, IVW, VO, SPYG | 13F-HR | 5/7/2024 | 000176476624000003 |
| Q4 2023 | 85 | 370,028 | VOO, IVW, VO, IJR | 13F-HR | 2/14/2024 | 000194234124000002 |