| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 101 | 242,101 | USFR, XLP, XLI, VTI | 13F-HR | 4/29/2025 | 000108514625002446 |
| Q4 2024 | 102 | 227,127 | USFR, XLP, XLI, VTI | 13F-HR | 1/13/2025 | 000108514625000169 |
| Q3 2024 | 103 | 224,137 | USFR, XLP, VTI, XLI | 13F-HR | 10/31/2024 | 000108514624005250 |
| Q2 2024 | 99 | 209,662 | USFR, XLP, VTI, DXJ | 13F-HR | 8/12/2024 | 000108514624003705 |
| Q1 2024 | 96 | 206,999 | USFR, XLP, VTI, XLI | 13F-HR | 4/17/2024 | 000108514624001891 |
| Q4 2023 | 98 | 193,273 | USFR, XLP, VTI, VHT | 13F-HR | 1/19/2024 | 000108514624000373 |
| Q3 2023 | 96 | 172,268 | XLP, USFR, VTI, VHT | 13F-HR | 11/14/2023 | 000108514623004429 |
| Q2 2023 | 98 | 173,551 | XLP, VHT, VTI, XLI | 13F-HR | 7/28/2023 | 000108514623002946 |
| Q1 2023 | 98 | 166,616 | XLP, VHT, VDC, XLI | 13F-HR | 4/14/2023 | 000108514623001675 |
| Q4 2022 | 99 | 150,272 | XLP, VHT, VDC, VTV | 13F-HR | 1/12/2023 | 000108514623000085 |