| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 49 | 133,782 | MUB, IWX, VMBS, USIG | 13F-HR | 11/12/2024 | 000196223624000006 |
| Q2 2024 | 52 | 147,754 | IWY, MUB, IWX, VMBS | 13F-HR | 8/6/2024 | 000196223624000004 |
| Q1 2024 | 62 | 142,211 | IWY, MUB, IWX, VMBS | 13F-HR | 5/15/2024 | 000196223624000003 |
| Q4 2023 | 74 | 114,716 | MUB, IWY, IWX, VMBS | 13F-HR | 1/17/2024 | 000196223624000001 |
| Q3 2023 | 73 | 106,151 | MUB, IWY, IWX, VMBS | 13F-HR | 10/16/2023 | 000196223623000002 |
| Q2 2023 | 63 | 101,957 | MUB, IWY, IWX, VMBS | 13F-HR | 7/31/2023 | 000196223623000001 |