| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 112 | 585,911 | VIG, IWB, IVV, JPIE | 13F-HR | 4/10/2025 | 000175496025000173 |
| Q4 2024 | 123 | 607,728 | VIG, IWB, IVV, JPIE | 13F-HR | 1/16/2025 | 000175496025000041 |
| Q3 2024 | 119 | 590,007 | VIG, IWB, IVV, JPIE | 13F-HR | 11/12/2024 | 000175496024000567 |