| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 109,809 | MUB, VUG, DFLV, IWF | 13F-HR | 10/16/2024 | 000195175724001041 |
| Q2 2024 | 41 | 103,513 | MUB, VUG, DFLV, IWF | 13F-HR | 7/15/2024 | 000195175724000510 |
| Q1 2024 | 44 | 109,964 | MUB, VUG, DFLV, IWF | 13F-HR | 5/14/2024 | 000195175724000476 |
| Q4 2023 | 40 | 103,798 | MUB, VUG, DFLV, VTEB | 13F-HR | 2/13/2024 | 000195175724000246 |