| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q1 2023 | 65 | 363,923 | 13F-HR | 4/17/2023 | 000191096623000003 | Planning Center, Inc. |
| Q4 2022 | 70 | 328,718 | 13F-HR | 1/30/2023 | 000191096623000002 | Planning Center, Inc. |
| Q3 2022 | 46 | 126,191 | 13F-HR | 10/18/2022 | 000191096622000004 | Planning Center, Inc. |
| Q2 2022 | 48 | 126,898 | 13F-HR | 7/11/2022 | 000191096622000003 | Planning Center, Inc. |
| Q1 2022 | 46 | 34,799 | 13F-HR | 4/15/2022 | 000191096622000002 | Planning Center, Inc. |
| Q4 2021 | 52 | 125,392 | 13F-HR | 2/14/2022 | 000191096622000001 | Planning Center, Inc. |