| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 55 | 106,512 | FBND, VTV, AAPL, IVV | 13F-HR | 1/23/2024 | 000108514624000410 |
| Q3 2023 | 95 | 146,393 | AAPL, VTV, VYMI, IVV | 13F-HR | 10/13/2023 | 000108514623003735 |
| Q2 2023 | 93 | 154,273 | AAPL, VTV, VYMI, IVV | 13F-HR | 7/17/2023 | 000108514623002738 |
| Q1 2023 | 93 | 149,870 | VTV, AAPL, VYMI, IVV | 13F-HR | 4/20/2023 | 000108514623001806 |
| Q4 2022 | 88 | 140,512 | VTV, AAPL, VYMI, IVV | 13F-HR | 1/25/2023 | 000108514623000367 |