| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 27 | 184,009 | SCHB, IVV, QUAL, ESGU | 13F-HR | 12/3/2024 | 000198615224000057 |
| Q2 2024 | 24 | 171,411 | SCHB, IVV, IWF, ESGU | 13F-HR | 12/3/2024 | 000198615224000059 |
| Q1 2024 | 23 | 161,470 | SCHB, IVV, IWF, ESGU | 13F-HR | 12/3/2024 | 000198615224000058 |
| Q4 2022 | 138 | 111,749 | IVV, SCHB, VYM, ESGU | 13F-HR | 2/21/2023 | 000187408023000008 |