| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 81 | 219,640 | 13F-HR | 8/2/2023 | 000195175723000480 | VANCE WEALTH, INC. |
| Q1 2023 | 73 | 186,137 | 13F-HR | 5/10/2023 | 000195175723000279 | VANCE WEALTH, INC. |
| Q4 2022 | 74 | 160,317 | 13F-HR | 1/27/2023 | 000195175723000078 | VANCE WEALTH, INC. |
| Q3 2022 | 65 | 130,110 | 13F-HR | 10/31/2022 | 000195175722000002 | VANCE WEALTH, INC. |
| Q2 2022 | 62 | 129,317 | 13F-HR | 8/8/2022 | 000191085422000003 | VANCE WEALTH, INC. |
| Q1 2022 | 56 | 79,034 | 13F-HR | 5/13/2022 | 000191085422000002 | VANCE WEALTH, INC. |
| Q4 2021 | 61 | 101,915 | 13F-HR | 2/18/2022 | 000191085422000001 | VANCE WEALTH, INC. |