| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 322 | 283,293 | ESGD, ESGV, EAGG, NVDA | 13F-HR | 4/29/2025 | 000184076025000002 |
| Q4 2024 | 115 | 279,899 | ESGD, ESGV, NVDA, AAPL | 13F-HR | 2/11/2025 | 000189829625000002 |
| Q3 2024 | 113 | 279,020 | ESGD, ESGV, NVDA, AAPL | 13F-HR | 11/4/2024 | 000189813124000003 |
| Q2 2024 | 106 | 262,543 | ESGD, ESGV, NVDA, AAPL | 13F-HR | 8/9/2024 | 000189829624000007 |
| Q1 2024 | 43 | 211,262 | ESGD, ESGV, NVDA, EAGG | 13F-HR | 5/9/2024 | 000184076024000001 |
| Q4 2023 | 108 | 231,017 | ESGV, AAPL, EAGG, MSFT | 13F-HR | 1/9/2024 | 000189829624000003 |
| Q3 2023 | 101 | 204,896 | ESGV, AAPL, MSFT, ESGD | 13F-HR | 11/2/2023 | 000189829623000009 |
| Q2 2023 | 101 | 216,378 | ESGV, AAPL, MSFT, IVV | 13F-HR | 7/31/2023 | 000184076023000002 |
| Q1 2023 | 97 | 201,959 | ESGV, AAPL, ESGD, MSFT | 13F-HR | 5/4/2023 | 000189829623000004 |
| Q4 2022 | 103 | 184,861 | ESGV, ESGD, AAPL, IVV | 13F-HR | 2/9/2023 | 000184076023000001 |
| Q3 2022 | 90 | 160,279 | ESGV, AAPL, EAGG, ESGD | 13F-HR | 11/8/2022 | 000184076022000004 |
| Q2 2022 | 92 | 166,987 | EAGG, ESGV, AAPL, BNDC | 13F-HR | 8/8/2022 | 000189829622000005 |
| Q1 2022 | 112 | 191,661 | AAPL, EAGG, BNDC, IVV | 13F-HR | 5/9/2022 | 000184076022000003 |
| Q4 2021 | 115 | 197,409 | BNDC, AAPL, EAGG, IVV | 13F-HR | 1/27/2022 | 000184076022000001 |
| Q3 2021 | 108 | 174,887 | BNDC, EAGG, AAPL, IXUS | 13F-HR | 11/12/2021 | 000184076021000002 |
| Q2 2021 | 106 | 170,092 | BNDC, EAGG, AAPL, IXUS | 13F-HR | 8/11/2021 | 000180072421000003 |
| Q1 2021 | 106 | 153,233 | BNDC, EAGG, AAPL, IXUS | 13F-HR | 5/12/2021 | 000164810121000004 |
| Q4 2020 | 96 | 127,548 | AAPL, BNDC, IXUS, ESGD | 13F-HR | 2/12/2021 | 000184076021000001 |