| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 124 | 632,396 | 13F-HR | 7/24/2023 | 000108514623002879 | KWB Wealth |
| Q1 2023 | 119 | 542,086 | 13F-HR | 4/7/2023 | 000108514623001552 | KWB Wealth |
| Q4 2022 | 111 | 526,107 | 13F-HR | 2/9/2023 | 000108514623000971 | KWB Wealth |
| Q3 2022 | 104 | 500,952 | 13F-HR | 11/14/2022 | 000108514622003940 | KWB Wealth |
| Q2 2022 | 103 | 519,270 | 13F-HR | 8/10/2022 | 000108514622002943 | KWB Wealth |
| Q1 2022 | 90 | 600,037 | 13F-HR | 5/9/2022 | 000108514622001887 | KWB Wealth |
| Q4 2021 | 90 | 601,696 | 13F-HR | 2/2/2022 | 000108514622000468 | KWB Wealth |
| Q3 2021 | 86 | 563,008 | 13F-HR | 11/12/2021 | 000108514621003119 | KWB Wealth |
| Q2 2021 | 85 | 521,225 | 13F-HR | 8/10/2021 | 000108514621002360 | KWB Wealth |
| Q1 2021 | 85 | 523,418 | 13F-HR | 5/10/2021 | 000108514621001498 | KWB Wealth |
| Q4 2020 | 78 | 480,648 | 13F-HR | 2/10/2021 | 000108514621000549 | KWB Wealth |