| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 114 | 592,758 | VOO, IVW, VO, SPYG | 13F-HR | 10/24/2025 | 000208585325000155 |
| Q2 2025 | 118 | 532,868 | VOO, IVW, VO, SPYG | 13F-HR | 7/29/2025 | 000166773125000997 |
| Q1 2025 | 98 | 462,474 | VOO, IVW, VO, SPYG | 13F-HR | 4/30/2025 | 000166773125000556 |
| Q4 2024 | 99 | 464,854 | VOO, IVW, VO, SPYG | 13F-HR | 1/31/2025 | 000166773125000195 |
| 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 |