| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 54 | 153,104 | EFIV, ESGU, VOO, IFRA | 13F-HR | 10/28/2024 | 000184201024000010 |
| Q2 2024 | 51 | 143,687 | EFIV, ESGU, VOO, IFRA | 13F-HR | 7/25/2024 | 000184201024000006 |
| Q1 2024 | 53 | 150,532 | EFIV, ESGU, VOO, IFRA | 13F-HR | 4/22/2024 | 000184201024000004 |
| Q4 2023 | 52 | 141,249 | EFIV, ESGU, VOO, ESGD | 13F-HR | 2/9/2024 | 000184201024000002 |
| Q3 2023 | 51 | 128,486 | NULV, ESGD, ESGU, VOO | 13F-HR | 10/27/2023 | 000184201023000005 |
| Q2 2023 | 54 | 140,049 | NULV, IEF, ESGD, ESGU | 13F-HR | 7/19/2023 | 000184201023000003 |
| Q1 2023 | 58 | 150,990 | NULV, ESGD, IEF, SCHD | 13F-HR | 4/18/2023 | 000184201023000002 |
| Q4 2022 | 216 | 155,092 | NULV, IEF, SCHD, ESGD | 13F-HR | 2/1/2023 | 000087015623000010 |
| Q3 2022 | 222 | 135,855 | NULV, IEF, SCHD, VOO | 13F-HR | 11/2/2022 | 000087015622000053 |
| Q2 2022 | 251 | 142,115 | NULV, USFR, SCHD, ESGD | 13F-HR | 8/9/2022 | 000087015622000042 |
| Q1 2022 | 275 | 148,152 | NULV, USFR, ESGD, VOO | 13F-HR | 4/28/2022 | 000087015622000026 |
| Q4 2021 | 212 | 131,980 | DSI, TIP, VOO, IVW | 13F-HR | 2/1/2022 | 000087015622000014 |
| Q3 2021 | 223 | 123,868 | DSI, TIP, VOO, NUSC | 13F-HR | 11/12/2021 | 000087015621000058 |
| Q2 2021 | 139 | 114,726 | DSI, TIP, VOO, NUSC | 13F-HR | 8/9/2021 | 000087015621000043 |
| Q1 2021 | 133 | 109,331 | DSI, TIP, VOO, IVW | 13F-HR | 5/6/2021 | 000087015621000027 |
| Q4 2020 | 134 | 102,526 | DSI, TIP, VOO, IVV | 13F-HR | 2/8/2021 | 000087015621000013 |