| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 175 | 160,024 | AAPL, BIV, DVYE, VIGI | 13F-HR | 11/12/2024 | 000175496024000554 |
| Q2 2024 | 159 | 143,977 | AAPL, BIV, VIGI, SPSB | 13F-HR | 8/12/2024 | 000175496024000417 |
| Q1 2024 | 187 | 221,176 | BIV, SPSB, VIGI, DVYE | 13F-HR | 4/22/2024 | 000175496024000172 |
| Q4 2023 | 130 | 86,875 | BIV, SPY, VIGI, DVYE | 13F-HR | 1/10/2024 | 000175496024000014 |
| Q3 2023 | 154 | 117,690 | BIV, SPSB, DVYE, VIGI | 13F-HR | 11/16/2023 | 000175496023000343 |
| Q2 2023 | 158 | 111,439 | BIV, SPSB, VIG, IGIB | 13F-HR | 11/20/2023 | 000175496023000345 |
| Q1 2023 | 154 | 109,380 | BIV, SPSB, IGIB, VIG | 13F-HR | 11/20/2023 | 000175496023000344 |