Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2023 | 148 | 188,702 | IVV, IUSB, IWR, ISTB | 13F-HR | 1/30/2024 | 000195478224000002 |
Q3 2023 | 138 | 154,328 | IVV, IUSB, ISTB, IWR | 13F-HR | 10/26/2023 | 000195478223000002 |
Q2 2023 | 144 | 161,929 | IVV, IUSB, QUAL, AGG | 13F-HR | 7/20/2023 | 000122107323000052 |
Q1 2023 | 156 | 181,690 | IVV, IUSB, QUAL, EFG | 13F-HR | 5/15/2023 | 000122107323000047 |
Q4 2022 | 157 | 188,222 | IVV, ESGU, IUSB, AGG | 13F-HR | 1/25/2023 | 000122107323000001 |