| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 436 | 199,320 | VTV, VOO, PG, VUG | 13F-HR | 2/9/2024 | 000185520524000004 |
| Q3 2023 | 451 | 180,468 | VTV, VOO, PG, VUG | 13F-HR | 11/9/2023 | 000190442523000009 |
| Q2 2023 | 468 | 184,124 | VTV, PG, VOO, VUG | 13F-HR | 8/10/2023 | 000190442523000004 |
| Q1 2023 | 463 | 212,624 | CINF, VTV, PG, VOO | 13F-HR | 5/12/2023 | 000190442523000002 |
| Q4 2022 | 471 | 162,669 | VTV, PG, VOO, USB | RESTATEMENT | 5/16/2023 | 000190442523000003 |
| Q3 2022 | 104 | 173,244 | CINF, VTV, PG, VOO | 13F-HR | 11/9/2022 | 000190442522000005 |
| Q2 2022 | 103 | 190,135 | CINF, VTV, PG, VOO | 13F-HR | 8/11/2022 | 000190442522000003 |
| Q1 2022 | 110 | 207,613 | CINF, PG, VTV, VUG | 13F-HR | 5/12/2022 | 000190442522000002 |
| Q4 2021 | 672 | 166,150 | PG, VTV, VUG, VOO | 13F-HR | 2/9/2022 | 000190442522000001 |