| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 64 | 319,107 | IVV, VIG, SPYG, VYM | 13F-HR | 4/9/2025 | 000191050325000008 |
| Q4 2024 | 58 | 312,445 | IVV, VIG, SPYG, VYM | 13F-HR | 3/4/2025 | 000191050325000006 |
| Q3 2024 | 58 | 286,719 | IVV, VIG, SPYG, VYM | RESTATEMENT | 1/10/2025 | 000191050325000003 |
| Q2 2024 | 55 | 250,871 | IVV, VIG, SPYG, VYM | RESTATEMENT | 1/10/2025 | 000191050325000004 |
| Q1 2024 | 52 | 228,087 | IVV, VIG, SPYG, VYM | RESTATEMENT | 1/10/2025 | 000191050325000005 |