| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 52 | 679,206 | IVV, IWP, TFLO, VBR | 13F-HR | 10/8/2025 | 000208585325000032 |
| Q2 2025 | 55 | 651,922 | IVV, IWP, TFLO, VBR | 13F-HR | 7/11/2025 | 000166773125000781 |
| Q1 2025 | 47 | 604,134 | IVV, IWP, TFLO, VBR | 13F-HR | 4/14/2025 | 000166773125000419 |
| Q4 2024 | 40 | 573,072 | IVV, IWP, TFLO, VBR | 13F-HR | 2/26/2025 | 000166773125000315 |