| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 10 | 104,948 | ESGV, QQQ, IWM, IJH | 13F-HR | 4/19/2024 | 000185919524000002 |
| Q4 2023 | 10 | 96,465 | ESGV, QQQ, VSGX, IWM | 13F-HR | 1/9/2024 | 000185919524000001 |
| Q3 2023 | 9 | 83,800 | ESGV, QQQ, IWM, IJH | 13F-HR | 10/10/2023 | 000185919523000004 |
| Q2 2023 | 9 | 88,145 | ESGV, QQQ, IWM, IJH | 13F-HR | 7/13/2023 | 000185919523000003 |
| Q1 2023 | 9 | 74,818 | ESGV, IJH, IWM, VSGX | 13F-HR | 4/6/2023 | 000185919523000002 |
| Q4 2022 | 9 | 70,344 | ESGV, IJH, VSGX, XLI | 13F-HR | 1/17/2023 | 000185919523000001 |
| Q3 2022 | 13 | 68,865 | ESGV, IJH, IWM, VSGX | 13F-HR | 10/12/2022 | 000185919522000005 |
| Q2 2022 | 12 | 73,594 | ESGV, VSGX, IJH, IWM | 13F-HR | 7/11/2022 | 000185919522000003 |
| Q1 2022 | 14 | 107,548 | VSGX, ESGV, IWM, IJH | 13F-HR | 4/18/2022 | 000185919522000002 |
| Q4 2021 | 15 | 117,235 | VSGX, ESGV, IJH, IWM | 13F-HR | 1/13/2022 | 000185919522000001 |
| Q3 2021 | 16 | 112,663 | VSGX, ESGV, IJH, IWM | 13F-HR | 10/8/2021 | 000185919521000004 |
| Q2 2021 | 16 | 116,320 | VSGX, ESGV, IJH, IWM | 13F-HR | 7/14/2021 | 000185919521000003 |
| Q1 2021 | 15 | 111,790 | VSGX, IJH, ESGV, IWM | 13F-HR | 5/12/2021 | 000185919521000002 |
| Q4 2020 | 14 | 105,583 | VSGX, IJH, QQQ, ESGV | 13F-HR | 5/5/2021 | 000185919521000001 |